ULLICO INVESTMENT COMPANY, LLC
Firm details
- Headquarters
- SILVER SPRING, Maryland
- CRD number
- 135195
- Registered since
- November 1, 2005
- Website
- www.ullico.com
Firm profile
FINTRXOverview
Ullico Investment Company, LLC is an SEC-registered limited liability company first registered in 2005. FINTRX classifies the firm as unclassified and records ownership as a mix of a domestic entity and individual ownership. The profile indicates the firm is not identified as a capital allocator and is not flagged as an active ESG investor. The dataset does not include details on the firm's fee schedule, specific advisory activities, or client segments.
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 2Yinan Yu
CFO and DirectorCRD 7787306
CATHY HUMPHREY
Chief Operating OfficerCRD 4899999
Contacts
3 of 19Darin 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
SILVER SPRING, MD
MONTGOMERY
Location
SILVER SPRING, MD
Headquartered in SILVER SPRING, 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
- 8403 Colesville Rd
- Time zone
- ET (UTC-5)
- Office locations
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