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 organized as a limited liability company and is registered with the SEC (registration recorded in 2005). Ownership is listed as a mix of a domestic entity and an individual. Public records classify the firm as unclassified and provide limited detail about its business model; there are no explicit disclosures of client segments, fee schedules, or the particular advisory services the firm offers. Regulatory and profile flags in the firm’s snapshot indicate it is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm is not flagged as newly formed, is not described as a pension consultant, and is not listed as a related adviser.
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
Yinan Yu
CFO and DirectorCRD 7787306

Cathy Humphrey
Chief Operating OfficerCRD 4899999
Contacts
3 of 18Darin Hardy
Vice President, Corporate ControllerCRD 7530984

Christen Eshleman
AnalystCRD 7783630

Michael Cavanaugh
Marketing AssociateCRD 6818063
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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