Ulland Investment Advisors

EST. AUM
$442,901,942

CONTACTS
3

CLIENT ACCOUNTS
211

Firm Details

Metro area Minneapolis
CRD Number 109610
Website ullandinvestment.com
Client types

Overview

Ulland Investment Advisors (UIA) was founded by James Ulland in 1997. With over $300 million in assets under management, UIA is a boutique investment advisory firm providing unique investment strategies and exceptional client service. It manages six equity and fixed income investment strategies internally, with some investments in ETFs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ulland Investment Advisors

Platform Details

Investment Preferences

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Address

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