Mandate & appetite
- Preferred strategies
- Fixed Income
- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Founded in 1978 and headquartered in Corning, NY, John G. Ullman & Associates, Inc. is a Registered Investment Adviser providing comprehensive financial planning and investment management services across various asset classes, including equities and fixed income, with additional locations in New York and North Carolina.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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