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Building 2JOHN G. ULLMAN & ASSOCIATES, INC

Map pinHORSEHEADS, NY
Phone607-936-3785
NotebookSEC #801-14064
Total AUM
$1.5B
Employees
58
Clients
1,009

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
343 DANIEL ZENKER DRIVE
HORSEHEADS
NY 14845
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
607-936-3785
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,843
Discretionary
$1.5B
Accounts
2,806
Non-Discretionary
$57.5M
Accounts
37

ContactClients

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Individual Clients
668
AUM
$309.7M
HNW Individual Clients
324
AUM
$1.2B
Charitable Organization Clients
8
AUM
$26.4M
Corporation or Business Clients
9
AUM
$3.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTDCFLGAILINKYMAMDMEMINCNHNJNMNYOHORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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