THE ULLMANN FINANCIAL GROUP, INC.
Legal name: ULLMANN WEALTH PARTNERS
CRD #123748 SEC #801-61563 JACKSONVILLE BEACH, FL 904-280-3700
SEC Registered
Total AUM
$582.2M
Discretionary
$575.1M
Employees
10
Clients
251
Accounts
812
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KING, CARRIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KING, CARRIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KING, CARRIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT | E | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| ULLMANN, GLENN, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | C | Control |
| BROWN, DEANNA, ANN | I | SHAREHOLDER | C | Control |
| BROWN, DEANNA, ANN | I | SHAREHOLDER | C | Control |
| BROWN, DEANNA, ANN | I | SHAREHOLDER | C | Control |
| BROWN, DEANNA, ANN | I | SHAREHOLDER | C | Control |
| BERQUIST, ARIC, MICHAEL | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| BROWN, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| CALABRISOTTO, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| CALABRISOTTO, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| CALABRISOTTO, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| CALABRISOTTO, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
| CALABRISOTTO, DEANNA, ANN | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Dec 3, 2021 REGISTERED
Notice Filings (9)
CA CT FL GA IN NC SC TX VA
Address
1540 THE GREENS WAYJACKSONVILLE BEACH, FL 32250
United States
Phone: 904-280-3700