Institutional
    SEC Registered

    Ullico Investment Advisors, Inc.

    Registered investment advisor · Silver Spring, Maryland · CRD #106628

    Assets Under Management
    $13.9B
    Client Accounts
    25
    Employees
    92
    CRD Number
    106628
    Registration
    SEC Registered
    Custodian
    U.s. Bank, National Association, Bny, Caceis Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ullico Investment Advisors, Inc.

    Ullico Investment Advisors, Inc. is a registered investment advisory firm focused on asset management and union-friendly investment solutions. Founded in 1927, it offers fixed-income and real estate investment strategies for institutional clients. It is part of Ullico Inc., a labor-owned financial services holding company.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Ullico Investment Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Ullico Investment Advisors, Inc.'s AUM?

    Ullico Investment Advisors, Inc. reports approximately $13.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ullico Investment Advisors, Inc. headquartered?

    Ullico Investment Advisors, Inc. is headquartered in Silver Spring, Maryland.

    What is Ullico Investment Advisors, Inc.'s CRD number?

    Ullico Investment Advisors, Inc.'s CRD number is 106628. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ullico Investment Advisors, Inc. manage?

    Ullico Investment Advisors, Inc. manages approximately 25 client accounts according to its latest SEC filing.

    Is Ullico Investment Advisors, Inc. SEC registered?

    Yes, Ullico Investment Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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