Ullico Investment Advisors, Inc.

$13.92BAssets under management
as of Aug 2026 · SEC Form ADV
Bethesda, MD
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Tech stack

No one at Ullico Investment Advisors, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Ullico Investment Advisors, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. 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
BNY
Per Form ADV · $169M held · filed May 2024
U.S. Bank
Per Form ADV · $126M held · filed May 2024
Caceis Bank
Per Form ADV · $105M held · filed May 2024