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ULLICO INVESTMENT ADVISORS, INC.
CRD 106628 · SEC 801-36371
8403 COLESVILLE ROAD, 13TH FLOOR, SILVER SPRING, MD, 20910, United States
Phone
202-962-8951
Fax
202-682-6784
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.92B
Discretionary AUM
$13.92B
Team
92 total employees; 58 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 1 | $116.8M |
| Pooled investment vehicles | 12 | $13.05B |
| Pension/profit sharing plans | 10 | $530.7M |
| Other investment advisers | 1 | $0 |
| Insurance companies | 1 | $224.2M |
States served
MD
All web addresses on file
- https://ullico-urs.com/
- https://www.flickr.com/photos/ullico/
- HTTP://WWW.ULLICO.COM
- HTTPS://WWW.FACEBOOK.COM/ULLICOINC/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ULLICO/
- https://x.com/UllicoInc
- HTTPS://WWW.INSTAGRAM.COM/ULLICOINC/
- https://vimeo.com/user18015411
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCDFQBRNTURV730QMMWEYT1W?VIEW_AS=SUBSCRIBER
Official SEC filing: View on IAPD