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THE ULLMANN FINANCIAL GROUP, INC.
THE ULLMANN FINANCIAL GROUP, INC.
ULLMANN WEALTH PARTNERS
JACKSONVILLE BEACH, Florida
·
1 registered advisor
·
CRD# 123748
SEC# 801-61563
0
904-280-3700
01
Firm Overview
AUM
$582M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE ULLMANN FINANCIAL GROUP, INC.
1 registered advisor
Deanna Ann Brown
JACKSONVILLE BEACH, Florida
CRD# 4268868
05
Office Locations
JACKSONVILLE BEACH, Florida
1 advisor
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Data sourced from SEC Form ADV filings. THE ULLMANN FINANCIAL GROUP, INC. (CRD# 123748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.