Ulland Investment Advisors, LLC
Ulland Investment Advisors, LLC is a boutique investment advisory firm headquartered in Minneapolis, Minnesota, specializing in personalized wealth management and investment advisory services. Founded in 1997 by James E. Ulland, the firm is a registered investment adviser (RIA) with approximately 5 employees, and serves primarily individual investors, including high net worth individuals. Ulland Investment Advisors focuses solely on providing fee-based investment supervisory services, without selling other financial products or services, and works with both institutional and individual clients.
Investment Strategy
Ulland Investment Advisors provides customized investment advisory and management, focused exclusively on asset management tailored to client goals. The firm's strategy emphasizes careful matching of investor needs and preferences, portfolio construction using third-party custodians and broker/dealers, and implementation through equities and ETFs across various sectors. The firm does not engage in proprietary products or non-advisory services, maintaining a strict commitment to personalized investment advice and portfolio monitoring.
Top Holdings
Equity Positions (205)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVidia Corporation | 8.65% | $11.3M | 71,702 | $52.66 | $157.99 | +$3.1M |
A AXON | Axon Enterprise, Inc. | 6.82% | $8.9M | 10,791 | $158.66 | $827.94 | +$1.1M |
M META | Meta Platforms, Inc. | 6.55% | $8.6M | 11,627 | $343.85 | $738.09 | +$1.3M |
W WFC-PL | Wells Fargo Capital 7.50 | 6.47% | $8.5M | 7,212 | $1182.67 | $1174.13 | +$4.4M |
G GOOG | Alphabet, Inc. | 6.02% | $7.9M | 44,442 | $146.46 | $177.39 | +$813.0K |