Ullmann Financial Group, Inc. (Jacksonville Beach)

Name: Ullmann Financial Group, Inc.
Address: 1540 The Greens Way, Jacksonville Beach, FL, 32250
Telephone: 904-280-3700

Ullmann Financial Group, Inc. is a large advisory firm based in Jacksonville Beach. It manages $296 million of regulatory assets for 610 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, Georgia, and Virginia.

Ullmann Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ullmann Financial Group: assets under management

The assets under management (AUM) of Ullmann Financial Group, Inc. is $296 million. The firm's AUM has grown by 957% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $256 million in discretionary accounts and $40 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $520.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $338.98 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ullmann Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ullmann Financial Group, Inc.

Glenn Michael Ullmann has been acting as President since 1 Sep 2002. Deanna Ann Brown joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Michael Ullmann	President/chief compliance officer	1 Sep 2002	75% - 100%	2349085
Deanna Ann Brown	Vice president	1 Sep 2002	Other	4268868
Aric Michael Berquist	Vice president	1 Sep 2002	Other	3263436
Deanna A Calabrisotto	Vice president	1 Sep 2002	Other	4268868
Deanna Ann Calabrisotto	Vice president	1 Sep 2002	Other	4268868

Based in Jacksonville Beach

The principal office where Ullmann Financial Group, Inc. performs its advisory services is located at 1540 The Greens Way, Jacksonville Beach, FL 32250, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-280-3700 or by fax 904-280-3785. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ullmannfinancial.com/.