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ULLMAN JOHN & ASSOCIATES INC
ULLMAN JOHN & ASSOCIATES INC
JOHN G. ULLMAN & ASSOCIATES, INC
HORSEHEADS, New York
·
7 registered advisors
·
CRD# 105361
SEC# 801-14064
3
607-936-3785
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
56
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ULLMAN JOHN & ASSOCIATES INC
7 registered advisors
Darren Lee Wilcox
HORSEHEADS, New York
CRD# 5198727
Jason Daniel Nickerson
HORSEHEADS, New York
CRD# 3018691
John Guy Ullman
HORSEHEADS, New York
CRD# 863300
Karen Burns Meriwether
HORSEHEADS, New York
CRD# 1245277
Peter James Winnett
HORSEHEADS, New York
CRD# 3021771
Thomas Graham Snow
HORSEHEADS, New York
CRD# 1078459
Timothy Earl Sallade
CORNING, New York
CRD# 4575512
05
Office Locations
HORSEHEADS, New York
6 advisors
CORNING, New York
1 advisor
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Data sourced from SEC Form ADV filings. ULLMAN JOHN & ASSOCIATES INC (CRD# 105361) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.