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ULLICO INVESTMENT ADVISORS, INC.

BETHESDA, MD · CRD 106628 · IAPD ↗ · ullico-urs.com · 202-962-8951

$13.92BRegulatory AUM
58Advisory reps
92Employees
1Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
September 2026 — ULLICO INVESTMENT ADVISORS, INC. moved its main office from SILVER SPRING, MD to BETHESDA, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — ULLICO INVESTMENT ADVISORS, INC. grew from 53 to 58 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — ULLICO INVESTMENT ADVISORS, INC. grew from 45 to 53 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — ULLICO INVESTMENT ADVISORS, INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.