Ulland Investment Advisors, LLC
● SEC registered since 2000CRD 109610SEC# 801-57473Minneapolis, MN
Reg. AUM
$442.9M
Employees
5
Accounts
211
Location
Minneapolis, MN
Ulland Investment Advisors, LLC assets under management
Ulland Investment Advisors, LLC operates as an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2000. It reports $442.9 million in regulatory assets under management and employs 5 people.
Ulland Investment Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Robin Goodfellow Skjong Control | Chief Compliance Officer | 10-25% | 2006 |
| Jared Perry Plotz Control | Director Of Research | 10-25% | 2017 |
| Nathaniel J. Beebe Control | President | Over 75% | 2024 |
Frequently asked questions
How much does Ulland Investment Advisors, LLC manage?
Ulland Investment Advisors, LLC reports $442.9 million in regulatory assets under management on its Form ADV.
How many employees does Ulland Investment Advisors, LLC have?
Ulland Investment Advisors, LLC reports 5 employees.
Where is Ulland Investment Advisors, LLC located?
Ulland Investment Advisors, LLC is based in Minneapolis, MN and has been SEC-registered since 2000.
Does Ulland Investment Advisors, LLC disclose fund performance?
Ulland Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4550 Ids Center, 80 S 8th Street, Minneapolis, MN 55402 |
| Phone | 612-312-1400 |
| Fax | 612-204-3464 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$442.9M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$442.9Mregulatory AUM
Discretionary $442.9M