Ullico Investment Advisors (UIA) provides investment services to institutional investors, not individuals. UIA offers a range of investment options including equity, fixed income, and alternative investments. UIA manages investments through separately managed accounts and private investment funds. UIA also uses external sub-advisors to manage some of its investment strategies.
Assets Under Management$13B
Clients24
AdvisorsN/A
Avg. per Client$530M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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