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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ulland Investment Advisors LLC
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| CRD # | 109610 |
| SEC # | 801-57473 |
| CIK # | 0001911497 |
| AUM | $451.4 M (2025-03-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 612-312-1400 |
| Address | 4550 Ids Center Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Taser International Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| GS Acquisition Holdings Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Skyline Corp | 0.0 | ||
| VISA Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 194.6 |
| (b) Individuals (high net worth individuals) | 22 | 256.8 |
| (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 | 226 | 451.4 |
| By Discretionary | ||
| Discretionary | 226 | 451.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 226 | 451.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 447.4 | |
| Total | 226 | 451.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911497] |
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|---|---|---|
|
Allred Capital Management LLC
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|
TX | 0.5 |
|
Osterweis Capital Management Inc
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CA | 0.5 |
|
Hutchens & Kramer Investment Management Group LLC
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IN | 0.5 |
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Chase Investment Counsel Corporation
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VA | 0.5 |
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Virtera Partners LLC
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OH | 0.5 |
|
Mindful Asset Planning LLC
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|
MN | 0.5 |
|
Collective Family Office LLC
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|
PA | 0.5 |
|
Inlight Wealth Management LLC
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|
GA | 0.5 |
|
Financial Harvest LLC
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|
FL | 0.5 |
|
Capitol Private Wealth Group LLC
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|
VA | 0.5 |