John G. Ullman and Associates Revenue and Competitors
Estimated Revenue & Valuation
- John G. Ullman and Associates's estimated annual revenue is currently $16.6M per year.
- John G. Ullman and Associates's estimated revenue per employee is $210,000
Employee Data
- John G. Ullman and Associates has 79 Employees.
- John G. Ullman and Associates grew their employee count by 3% last year.
John G. Ullman and Associates's People
Name | Title | Email/Phone |
---|---|---|
1 | SVP - General Counsel - Corporate Secretary | Reveal Email/Phone |
2 | VP Operations | Reveal Email/Phone |
3 | SVP | Reveal Email/Phone |
4 | EVP | Reveal Email/Phone |
5 | Director Human Resources | Reveal Email/Phone |
6 | Chief Compliance Officer | Reveal Email/Phone |
7 | Director Relationship Development | Reveal Email/Phone |
8 | Director Tax Services | Reveal Email/Phone |
9 | President and Chief Operating Officer | Reveal Email/Phone |
10 | Associate Director Financial Planning & CERTIFIED FINANCIAL PLANNER™ | Reveal Email/Phone |
John G. Ullman and Associates Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $1.8M | 14 | -71% | N/A | N/A |
#2 | $90M | 343 | 6% | N/A | N/A |
#3 | $5.7M | 34 | 10% | N/A | N/A |
#4 | $449.5M | 1529 | 5% | N/A | N/A |
#5 | $26.9M | 128 | 0% | N/A | N/A |
#6 | $7.9M | 47 | 9% | N/A | N/A |
#7 | $8.2M | 49 | 4% | N/A | N/A |
#8 | $81.6M | 311 | -1% | N/A | N/A |
#9 | $1.6M | 13 | 0% | N/A | N/A |
#10 | $135.2M | 515 | -16% | N/A | N/A |
What Is John G. Ullman and Associates?
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You'll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.
keywords:N/AN/A
Total Funding
79
Number of Employees
$16.6M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
John G. Ullman and Associates News
Several institutional investors and hedge funds have recently modified their holdings of EBMT. John G Ullman & Associates Inc. bought a new...
John G Ullman & Associates Inc. now owns 21,677 shares of the medical instruments supplier's stock worth $1,743,000 after purchasing an...
John G Ullman & Associates Inc. now owns 41,200 shares of the company's stock worth $439,000 after buying an additional 9,000 shares during the...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $40.9M | 116 | 5% | N/A |
#2 | $32M | 130 | -1% | N/A |
#3 | $23.8M | 149 | -2% | N/A |
#4 | $50.5M | 170 | 7% | N/A |
#5 | $61.5M | 173 | 2% | N/A |