John G. Ullman and Associates Revenue and Competitors

Horseheads, NY USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • John G. Ullman and Associates's estimated annual revenue is currently $16.6M per year.(i)
  • John G. Ullman and Associates's estimated revenue per employee is $210,000

Employee Data

  • John G. Ullman and Associates has 79 Employees.(i)
  • John G. Ullman and Associates grew their employee count by 3% last year.

John G. Ullman and Associates's People

NameTitleEmail/Phone
1
SVP - General Counsel - Corporate SecretaryReveal Email/Phone
2
VP OperationsReveal Email/Phone
3
SVPReveal Email/Phone
4
EVPReveal Email/Phone
5
Director Human ResourcesReveal Email/Phone
6
Chief Compliance OfficerReveal Email/Phone
7
Director Relationship DevelopmentReveal Email/Phone
8
Director Tax ServicesReveal Email/Phone
9
President and Chief Operating OfficerReveal Email/Phone
10
Associate Director Financial Planning & CERTIFIED FINANCIAL PLANNER™Reveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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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/A

N/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

2022-04-13 - StockNews.com Begins Coverage on Eagle Bancorp Montana ...

Several institutional investors and hedge funds have recently modified their holdings of EBMT. John G Ullman & Associates Inc. bought a new...

2022-04-13 - Baxter International Inc. (NYSE:BAX) Given Average Rating of ...

John G Ullman & Associates Inc. now owns 21,677 shares of the medical instruments supplier's stock worth $1,743,000 after purchasing an...

2022-04-13 - Short Interest in Rhinebeck Bancorp, Inc. (NASDAQ:RBKB ...

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 NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$40.9M1165%N/A
#2
$32M130-1%N/A
#3
$23.8M149-2%N/A
#4
$50.5M1707%N/A
#5
$61.5M1732%N/A