ULLAND INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 109610
- Registered since
- April 14, 2000
- Website
- www.ullandinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.8%
- Individuals12.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ulland Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2000. The firm is owned by an individual and focuses on serving individual and family clients on a fee basis calculated as a percentage of assets under management. Core advisory services listed in filings include financial planning and portfolio management for individuals, small businesses, and business or institutional clients. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other63%
- Non-Exchange Traded Equities20%
- Exchange Traded Equities8%
- US Government Bonds7%
- Investment Grade Corp Bonds1%
Contacts
3 of 3Nathaniel Beebe
President & Portfolio ManagerCRD 6844422
Jared Plotz
Director of ResearchCRD 5953913
James Skjong
Director of Trading & OperationsCRD 6750094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$36.2M in ETFs
63%
$22.8M
35%
$13.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.8M | 9,975 | 15.91% |
Location
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 4550 Ids 8 Ctr St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ACCESS FINANCIAL SERVICES, INC.
RIAMINNEAPOLIS, MN
LOGAN PARK WEALTH MANAGEMENT
RIAMINNEAPOLIS, MN
VAN CLEMENS WEALTH MANAGEMENT, LLC
RIAMINNEAPOLIS, MN
DUNNAVAN & CO.
RIAMINNEAPOLIS, MN
TEALWOOD ASSET MANAGEMENT
RIAMINNEAPOLIS, MN
INDIA CAPITAL LLC
RIAMINNEAPOLIS, MN