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Building 2ULLICO INVESTMENT ADVISORS, INC.

Map pinSILVER SPRING, MD
Phone202-962-8951
NotebookSEC #801-36371
Total AUM
$13.9B
Employees
92
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8403 COLESVILLE ROAD
13TH FLOOR
SILVER SPRING
MD 20910
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
202-962-8951
Other Offices
5

ReceiptFinancials

Total AUM
$13.9B
Accounts
25
Discretionary
$13.9B
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Banking Clients
1
AUM
$116.8M
Pooled Vehicle Clients
12
AUM
$13.1B
Pension/Profit Sharing Plan Clients
10
AUM
$530.7M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$224.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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