| 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 |
Ulland Investment Advisors, LLC reports $451.4 million in regulatory assets under management on its Form ADV.
Ulland Investment Advisors, LLC reports 5 employees.
Ulland Investment Advisors, LLC is based in Minneapolis, MN and has been SEC-registered since 2000.
Ulland Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 | No |
| Discretionary | $451.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $451.4M |