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Ulland Investment Advisors LLC
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CRD # | 109610 |
SEC # | 801-57473 |
CIK # | 0001911497 |
AUM | $377.3 MM (2024-03-26) |
Employees | 6 (83% Investors, 0% Brokers) |
Phone | 612-312-1400 |
Address | 4550 Ids Center Minneapolis, MN 55402 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001911497] |
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KY | 0.4 |
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GA | 0.4 |
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NY | 0.4 |
Clear Creek Wealth Management LLC
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