Tech stack
No one at John G. Ullman & Associates, Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $836M held · filed Mar 2024
Morgan Stanley
Per Form ADV · $430M held · filed Mar 2024