JOHN G. ULLMAN & ASSOCIATES, INC

343 Daniel Zenker Drive
Horseheads, New York 14845
Tel: 607-936-3785

About JOHN G. ULLMAN & ASSOCIATES, INC

JOHN G ULLMAN & ASSOCIATES, INC, formally registered with the SEC as JOHN G ULLMAN & ASSOCIATES, INC. The firm was established in 09/20/1978. They have over 4 offices throughout the country.

JOHN G. ULLMAN & ASSOCIATES, INC is a Horseheads, New York based Financial Planning firm with nearly $1,262,886,094 assets under management, offering retirement planning & investment advisory services to 2297 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105361
SEC#	801-14064
Assets Managed by Firm	$1,262,886,094
No. of Clients	2297
No. of Advisors	56

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2297	$1,262,886,094
Individuals (other than high net worth individuals)	715	$296,253,016
High net worth individuals	270	$903,752,862
Charitable organizations	8	$19,873,088
Corporations or other businesses	16	$43,007,128

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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