Updated:
John G. Ullman & Associates
JOHN G. ULLMAN & ASSOCIATES, INC is an SEC-registered investment adviser in HORSEHEADS, NY, since 1978. The firm manages $1.5 billion in assets, with $1.5...
John G. Ullman & Associates
JOHN G. ULLMAN & ASSOCIATES, INC is an SEC-registered investment adviser in HORSEHEADS, NY, since 1978. The firm manages $1.5 billion in assets, with $1.5 billion on a discretionary basis. It has 58 employees and 30 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does John G. Ullman & Associates provide?
The firm operates as a registered investment advisor and multi-family office, offering investment management, financial planning, and related wealth advisory services to high-net-worth families (per public records).
Is John G. Ullman & Associates a single-family office or multi-family office?
The firm is structured as a multi-family office, serving multiple families through a registered investment advisor model, though the exact number of client families is not publicly disclosed (per public records).
Where is John G. Ullman & Associates headquartered?
The firm is based in New York, United States, though a specific street address is not publicly available (per public records).
Who founded John G. Ullman & Associates?
The firm is named after John G. Ullman, but no founding year or detailed background is available from public sources (per public records).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: