Overview
Assets Under Management: $423 million
Headquarters: JACKSONVILLE BEACH, FL
High-Net-Worth Clients: 175
Average Client Assets: $1.7 million
Frequently Asked Questions
ULLMANN BROWN WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123748), ULLMANN BROWN WEALTH ADVISORS is subject to fiduciary duty under federal law.
ULLMANN BROWN WEALTH ADVISORS is headquartered in JACKSONVILLE BEACH, FL.
ULLMANN BROWN WEALTH ADVISORS serves 175 high-net-worth clients according to their SEC filing dated July 17, 2018. View client details ↓
According to their SEC Form ADV, ULLMANN BROWN WEALTH ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ULLMANN BROWN WEALTH ADVISORS manages $423 million in client assets according to their SEC filing dated July 17, 2018.
According to their SEC Form ADV, ULLMANN BROWN WEALTH ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.08%
Average Client Assets: $1.7 million
Total Client Accounts: 715
Discretionary Accounts: 657
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 123748
Filing ID: 1229840
Last Filing Date: 2018-07-17 13:10:00