Ulland Investment Advisors LLC

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Assets, Funds, Holdings

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Ulland Investment Advisors LLC
CRD #109610
SEC #801-57473
CIK #0001911497
AUM $377.3 MM (2024-03-26)
Employees 6 (83% Investors, 0% Brokers)
Phone612-312-1400
Address4550 Ids Center
Minneapolis, MN 55402
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
70056042028014002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NVDA 399,550.0 0.0
GOOG 1,482,566.4 0.0
AAPL 2,382,844.0 0.0
META 434,852.0 0.0
UNH 477,004.0 0.0
AXON 6,746.1 0.0
AMZN 1,092,997.8 0.0
VRT 3,612.4 0.0
GOOGL 1,475,138.5 0.0
SKY 2,756.1 0.0
View All
Holdings by Sector ($MM)
16012896643202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 199 171.9
(b) Individuals (high net worth individuals) 18 205.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 491 377.3
By Discretionary
Discretionary 491 377.3
Non-Discretionary 0 0.0
Total 491 377.3
By Non-United States Persons
Non-United States Persons 3.1
United States Persons 374.2
Total 491 377.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001911497]
Comparable Firms State AUM ($BB)
van Leeuwen & Associates Inc
KY 0.4
Halter Ferguson Financial Inc
IN 0.4
Sageguard Financial Group LLC
TN 0.4
Searcy Financial Services Inc
KS 0.4
Seventwo LLC
CO 0.4
Murphy Middleton Hinkle & Parker Inc
GA 0.4
Squire Investment Management Company LLC
UT 0.4
Acorn Wealth Advisors LLC
MI 0.4
Adirondack Financial Services Corp
NY 0.4
Clear Creek Wealth Management LLC
CO 0.4
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