ULLMANN WEALTH PARTNERS GROUP, LLC of JACKSONVILLE BEACH, FL is an SEC-registered investment adviser (CRD 316697). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Glenn Michael Ullmann | FOUNDING PARTNER | — |
| Carrie King | CHIEF COMPLIANCE OFFICER | Jacksonville Beach, FL |
| ULLMANN GLENN MICHAEL | FOUNDING PARTNER; PRESIDENT | — |
| KING CARRIE | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| AMELIA ISLAND | FL | 1 | 904-280-3700 |