JOHN G. ULLMAN & ASSOCIATES, INC
Horseheads, New York
5.0
1 Review
John G. Ullman & Associates, Inc is a reputable regional investment advisory firm located in Horseheads, NY, with four offices serving clients across the area. With a dedicated team of 58 employees, including 30 experienced investment advisors, the firm provides comprehensive investment advisory services to a diverse client base. Drawing from their extensive expertise, John G. Ullman & Associates manages an impressive average of approximately $39,980,000 in assets under management per investment advisor. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring align...
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Assets Under Mgmt

$1.2B

Investment Professionals

30

Locations

3

% 401K & Individual

16%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
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