ULLMAN JOHN & ASSOCIATES INC

JOHN G. ULLMAN & ASSOCIATES, INC
HORSEHEADS, New York·7 registered advisors·CRD# 105361
SEC# 801-140643607-936-3785
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 PlanningInvestment ManagementFee-Only Advisory
04

Advisors at ULLMAN JOHN & ASSOCIATES INC

7 registered advisors
Darren Lee Wilcox
HORSEHEADS, New York
Jason Daniel Nickerson
HORSEHEADS, New York
John Guy Ullman
HORSEHEADS, New York
Karen Burns Meriwether
HORSEHEADS, New York
Peter James Winnett
HORSEHEADS, New York
Thomas Graham Snow
HORSEHEADS, New York
Timothy Earl Sallade
CORNING, New York
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.