ULLICO INVESTMENT ADVISORS, INC.

8403 Colesville Road
13th Floor
Silver Spring, Maryland 20910
Tel: 202-962-8951

About ULLICO INVESTMENT ADVISORS, INC.

ULLICO INVESTMENT ADVISORS, INC, formally registered with the SEC as ULLICO INVESTMENT ADVISORS, INC. The firm was established in 04/20/1990. They have over 5 offices throughout the country.

ULLICO INVESTMENT ADVISORS, INC. is a Silver Spring, Maryland based Financial Planning firm with nearly $10,400,415,425 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 72 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106628
SEC#	801-36371
Assets Managed by Firm	$10,400,415,425
No. of Clients	19
No. of Advisors	72

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$10,400,415,425
Pension and profit sharing plans	4	$101,146,521

Inquire with ULLICO INVESTMENT ADVISORS, INC.

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