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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...see more
Assets Under Mgmt
$1.2B
Investment Professionals
30
Locations
3
% 401K & Individual
% Discretionary
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
Reviews for John G. Ullman & Associates, Inc
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