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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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
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