Ullico Investment Advisors, Inc.

Overview

Ullico Investment Advisors, Inc. is an SEC registered investment adviser based in Bethesda, MD, registered since 1990. It reports $13.9B in assets under management across 25 accounts, with 92 employees.

Reported AUM

$13.9B

Discretionary

100%

Accounts

25

Average account

$557M

Employees

92

Registered since

1990

Jurisdictions

1

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Insurance Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 8

• Joseph Richard Linehan President, Director CRD 4951041
• Cathy Ann Humphrey Director, Chief Operating Officer, Vice President CRD 4899999
• Richard Francis Larocque Chief Compliance Officer CRD 2874559

5 more executive officers, with direct contact details

Location

Headquarters

7373 Wisconsin Ave Ste 2000
Bethesda, MD 20814

County

Montgomery

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

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