ULLICO INVESTMENT ADVISORS, INC.
Silver Spring, MD
AUM
$13.92B
Wealth MgmtRetirementInstitutional
Team
58 advisors
Clients
—
Fees
Percentage of AUM
202-962-8951
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
BNB WEALTH MANGAGEMENT, LLC
Silver Spring, MD
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-562-7300
MONEY PLANS
Silver Spring, MD
AUM
$108.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-589-4250
AUDIBLE WEALTH MANAGEMENT
Silver Spring, MD
AUM
$39.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
202-430-5227
THE WEALTH SYNDICATE LLC
Silver Spring, MD
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
202-486-6689