John G. Ullman & Associates
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
343 Daniel Zenker Dr, Horseheads, New Yo...Phone Number
(800) 936-3785Website
www.jgua.comRevenue
$8.1 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
2
1
2
2
2
About John G. Ullman & Associates
John G. Ullman & Associates, founded in 1978, is a Registered Investment Advisor (RIA) providing comprehensive financial planning and investment management services in New York and North Carolina. Their offerings include financial planning, investment and portfolio management, tax planning, retirement planning, charitable giving, and estate planning. The firm aims to serve individuals, families, and businesses by simplifying complex financial matters and aligning strategies with clients' life goals. With a diverse team of financial planners, tax professionals, and legal experts, they prioritize their clients' interests and well-being.Explore more
John G. Ullman & Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
John G. Ullman & Associat...
$8.1M
51-200
Private
-
1978
JN
Jason NickersonPresident & Chief Operating Officer
Company Profile Activity
Activity Insights
John G. Ullman & Associates is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
John G. Ullman & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about John G. Ullman & Associates.
John G. Ullman & Associates Tech Stack
A closer look at the technologies used by John G. Ullman & Associates
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Most Recent Scoops
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to asset management. John G. Ullman & Associates is currently evaluating vendors to support these efforts.
Asset Management, Financial Planning
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to financial analysis software.
Analytics & Insights, Financial Planning, Financial Systems, Software, Financial Reporting
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to customer relationship management (CRM).
CRM, Financial Planning
Project
A mid-level source in Financial Planning has indicated that the organization is in the midst of initiatives related to financial processes automation.
Automation, Financial Planning, Financial Systems
Pain Point
Project
Pain Point, Financial Planning, Employee Relations, Workforce Management, HR Operations
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Frequently Asked Questions Regarding John G. Ullman & Associates
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John G. Ullman & Associates, founded in 1978, is a Registered Investment Advisor (RIA) providing comprehensive financial planning and investment management services in New York and North Carolina. Their offerings include financial planning, investment and portfolio management, tax planning, retirement planning, charitable giving, and estate plannin... Read More
