Ullico Investment Company, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 135195
- Registered since
- November 1, 2005
- Website
- www.ullico.com
Firm profile
FINTRXOverview
Ullico Investment Company, LLC is an LLC-style adviser first registered with the SEC in 2005. The firm’s ownership is listed as a combination of a domestic entity and an individual. The FINTRX snapshot lists the firm’s classification as unclassified and leaves several core fields blank — business activities, advisory activities, client base and fee structure are not provided in the dataset. The profile indicates the firm does not identify as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Collectively, the available fields suggest a limited public-facing advisory footprint in the FINTRX record rather than a detailed, client-facing disclosure of strategy or services.
Assets & Accounts
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
Owners & executives
2 of 2
Cathy Humphrey
Chief Operating OfficerCRD 4899999

Yinan Yu
CFO and DirectorCRD 7787306
Contacts
3 of 18
Joseph Linehan
PresidentCRD 4951041

Adam Fried
Vice PresidentCRD 4949851

Richard Larocque
Vice President, Compliance and Associate General CounselCRD 2874559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7373 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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