# THE ULLMANN FINANCIAL GROUP, INC.

THE ULLMANN FINANCIAL GROUP, INC. of JACKSONVILLE BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 123748
- Type: SEC-registered investment adviser
- SEC file number: 801-61563
- Location: 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250
- Phone: 904-280-3700
- Latest filing: 2021-12-03
- Regulatory AUM: $582.2M
- Discretionary AUM: $575.1M
- Non-discretionary AUM: $7.1M
- Clients: 10
- Accounts: 812

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [ULLMANN GLENN MICHAEL](https://search.stillhousedata.com/person/743469) | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| [BROWN DEANNA ANN](https://search.stillhousedata.com/person/743470) | SHAREHOLDER; VICE PRESIDENT | — |
| [CALABRISOTTO DEANNA ANN](https://search.stillhousedata.com/person/768111) | VICE PRESIDENT | — |
| [BERQUIST ARIC MICHAEL](https://search.stillhousedata.com/person/789660) | VICE PRESIDENT | — |
| [CALABRISOTTO DEANNA A](https://search.stillhousedata.com/person/789661) | VICE PRESIDENT | — |
| [KING CARRIE](https://search.stillhousedata.com/person/863170) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123748/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123748/similar
- Related entities: https://search.stillhousedata.com/firm/123748/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123748

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.