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Herbert Kolben

ULLICO INVESTMENT ADVISORS, INC.·SILVER SPRING, Maryland
Unclaimed Profile
8403 COLESVILLE ROAD, SILVER SPRING, MD 20910CRD# 5655370Firm CRD# 106628
01

About

Herbert Kolben is a registered financial advisor based in SILVER SPRING, Maryland, affiliated with ULLICO INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ULLICO INVESTMENT ADVISORS, INC.
ULLICO INVESTMENT ADVISORS, INC.
AUM
$11.3B
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at ULLICO INVESTMENT ADVISORS, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5655370
Firm CRD# 106628
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Herbert Kolben offer?
Herbert Kolben specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SILVER SPRING, Maryland for a consultation.
What are Herbert Kolben's credentials?
Herbert Kolben is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Herbert Kolben located?
Herbert Kolben is based in SILVER SPRING, Maryland, working with ULLICO INVESTMENT ADVISORS, INC.. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.
How does Herbert Kolben charge for services?
Herbert Kolben's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ULLICO INVESTMENT ADVISORS, INC.?
ULLICO INVESTMENT ADVISORS, INC. has approximately 83 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SILVER SPRING
David Christopher Quinn — PINE HARBOR WEALTH MANAGEMENT LLCMichael Lundberg Pistner — ULLICO INVESTMENT ADVISORS, INC.John Francis Dolan — DOLAN FINANCIAL CORPDarin R Hardy — ULLICO INVESTMENT ADVISORS, INC.Richard Francis Larocque — ULLICO INVESTMENT ADVISORS, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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