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ULLAND INVESTMENT ADVISORS, LLC
CRD 109610File 801-57473
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$442.9M
Below cohort median (national)
Discretionary AUM
$442.9M
Clients
211
211 accounts
Employees
5
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 14, 2000
- Principal office
- 4550 IDS CENTER, 80 S 8TH STREET, MINNEAPOLIS, MN, 55402
- Phone
- 612-312-1400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $442.9M
- Discretionary AUM
- $442.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 211
- Non-discretionary accounts
- 0
- Total accounts
- 211
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 86 | $388.9M |
| Individuals (other than high net worth individuals) | 125 | $54.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.