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Amanda Lee Herrick smith

John G. Ullman & Associates, Inc.

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About Amanda Lee Herrick smith

Amanda Herrick smith is a financial advisor registered with the state of New York. Amanda is affiliated with John G. Ullman & Associates, Inc. and has been with the firm since June 2006. Amanda is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, and educational seminars to clients.

Firm Information

Amanda Herrick smith is currently registered with John G. Ullman & Associates, Inc.. 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.

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Amanda Herrick smith’s Registration & Firm History

NY

07/21/2021 - Present

John G. Ullman & Associates, Inc. (HORSEHEADS NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Lee Herrick smith.
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