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 organized as a limited liability company and has been registered with the SEC since 2005. The firm’s ownership is listed as a combination of a domestic entity and individual ownership. Public filings classify the firm as unclassified and disclose limited detail about its business model: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. No information about fee schedules, advisory activities or client types was provided in the source data. The available disclosures are sparse, so there is no clear public profile of the firm’s target clients, distribution channels, or investment mandate. The absence of stated advisory activities or fee arrangements implies that the firm does not publish a detailed retail-facing practice or that those elements are handled privately.
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
Yinan 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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