John G. Ullman & Associates Review


Trust Score 98%
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John G. Ullman & Associates, federally registered in 1978, is a Registered Investment Advisor (RIA) in 29 state(s) with a licensed staff of 4 advisors. John G. Ullman & Associates manages $1.1 billion and provides investment advisory services for 1,021 clients (1:256 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $250,000
Avg Account Balance $1,032,460
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:256
Headquarters 343 Daniel Zenker Drive Horseheads, NY 14845
SEC Filings Forms and Brochures
State(s) Registered AL, AZ, CA, CT, DC, FL, GA, IL, KY, LA, ME, MD, MA, MI, NE, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA


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