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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ullman John & Associates Inc
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|---|---|
| CRD # | 105361 |
| SEC # | 801-14064 |
| CIK # | |
| AUM | $1.4 B (2025-03-26) |
| Employees | 63 (49% Investors, 0% Brokers) |
| Phone | 607-936-3785 |
| Address | 343 Daniel Zenker Drive Horseheads, NY 14845 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 687 | 297.9 |
| (b) Individuals (high net worth individuals) | 291 | 990.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 23.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 48.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,835 | 1,360.1 |
| By Discretionary | ||
| Discretionary | 2,802 | 1,320.4 |
| Non-Discretionary | 33 | 39.7 |
| Total | 2,835 | 1,360.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 1,355.6 | |
| Total | 2,835 | 1,360.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SOFI Wealth LLC
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|
CA | 1.5 |
|
Forte Capital LLC
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|
NY | 1.5 |
|
Armstrong Advisory Group Inc
✚
|
MA | 1.4 |
|
Townsend & Associates Inc
✚
|
CO | 1.3 |
|
Salomon and Ludwin LLC
✚
|
VA | 1.2 |
|
Virtue Capital Management LLC
✚
|
TN | 1.2 |
|
One Wealth MAP LLC
✚
|
NV | 1.1 |
|
Financial Planning and Information Services Inc
✚
|
WI | 1.1 |
|
Beacon Capital Management LLC
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|
TN | 1.1 |
|
McIlrath & Eck LLC
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|
WA | 1.1 |