Ullico Investment Company, LLC

Broker-DealerFINRA Member

Total AUM

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Advisory reps

Avg account

Firm details

Headquarters: Bethesda, Maryland
CRD number: 135195
Registered since: November 1, 2005
Website: www.ullico.com

Firm profile

FINTRX

Overview

Ullico Investment Company, LLC is organized as a limited liability company with ownership listed as a mix of domestic entities and individuals. FINTRX classifies the firm as unclassified, and the data set indicates the firm does not act as a capital allocator. Reported profile points note it is not an active ESG investor, is not identified as a multi-state adviser, is not newly formed, and does not serve as a pension consultant or related adviser according to the submitted details. Beyond these attributes, the firm has provided minimal public disclosure about its specific advisory activities, investment approach, client types, or fee arrangements.

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3

Cathy Humphrey
Chief Operating OfficerCRD 4899999
Darin Hardy
Chief Financial OfficerCRD 7530984
Yinan Yu
CFO and DirectorCRD 7787306

Contacts

3 of 17

Joseph Linehan
PresidentCRD 4951041
Adam Fried
Vice PresidentCRD 4949851
Richard Larocque
Vice President, Compliance and Associate General CounselCRD 2874559