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ULLAND INVESTMENT ADVISORS, LLC
4550 Ids Center
80 S 8th Street
Minneapolis, Minnesota 55402
Tel: 612-312-1400
About ULLAND INVESTMENT ADVISORS, LLC
ULLAND INVESTMENT ADVISORS, LLC, formally registered with the SEC as ULLAND INVESTMENT ADVISORS, LLC. The firm was established in 04/14/2000. They have over 1 offices throughout the country.
ULLAND INVESTMENT ADVISORS, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $377,271,238 assets under management, offering retirement planning & investment advisory services to 491 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109610 |
| SEC# | 801-57473 |
| Assets Managed by Firm | $377,271,238 |
| No. of Clients | 491 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 491 | $377,271,238 |
| Individuals (other than high net worth individuals) | 199 | $171,881,206 |
| High net worth individuals | 18 | $205,390,032 |
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