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, owner-operated registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (initial registration year 2000) and charges fees based on a percentage of assets under management. Its listed advisory services include financial planning and portfolio management for individuals, small businesses, and businesses or institutions. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
James Skjong
Director of Trading & OperationsCRD 6750094
Nathaniel Beebe
President & Portfolio ManagerCRD 6844422
Jared Plotz
Director of ResearchCRD 5953913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$46.6M in ETFs
67%
$31.4M
30%
$15.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7M | 9,451 | 15.01% |
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
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