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Last updated: January 16th, 2020. Data source: SEC filings.
John G. Ullman & Associates, federally registered in 1978, is a Registered Investment Advisor (RIA) in 28 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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||26|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$1,032,460|
|Total AUM||$1.1 billion|
|Advisor / Client Ratio||1:256|
|Headquarters||343 Daniel Zenker Drive Horseheads, NY 14845|
|SEC Filings||Forms and Brochures (CRD # 105361)|
|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|