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John G. Ullman & Associates, Inc.

Headquartered in HORSEHEADS, NY

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Firm Information

John G. Ullman & Associates, Inc. is an investment advisor based in HORSEHEADS, NY. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They offer educational seminars and manage approximately $1,262,886,094 in assets.

John G. Ullman & Associates, Inc.

343 DANIEL ZENKER DRIVE

HORSEHEADS, NY 14845

$1.26B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

JOHN G. ULLMAN & ASSOCIATES, INC. has a total of 6 branch locations across the country.
location

HORSEHEADS, NY

location

Lakewood Ranch, FL

location

Charlotte, NC

location

Corning, NY

location

CORNING, NY

location

Rhinebeck, NY

Advisors at John G. Ullman & Associates, Inc.

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Unclaimed
Todd A Brost

CFP®, RA

HORSEHEADS, NY

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Karen Burns Meriwether

CFP®, RA

CORNING, NY

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Jakob Parker Brost

RA

HORSEHEADS, NY

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Shawn Stephen Twigg

CFP®, RA

WILLIAMSPORT, PA

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Jase Hollenbeck Merrill

RA

HORSEHEADS, NY

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Unclaimed
Derek Alan Doyle

RA

Rhinebeck, NY

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Unclaimed
Susan Lynn Ford

RA

HORSEHEADS, NY

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Unclaimed
Lynda Jean Lander

CFP®, RA

HORSEHEADS, NY

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Disclosures

There are no public disclosures for John G. Ullman & Associates, Inc..

Frequently Asked Questions (8)

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