Ulland Investment Advisors, LLC
SEC RegisteredInvestments Tailored for Your Goals
About the firm
Ulland Investment Advisors (UIA) is a boutique investment advisory firm dedicated to building and securing our clients' wealth. For over 25 years, UIA has identified unique investment opportunities across both fixed income and equity markets, offering multiple strategies and separately managed accounts to meet clients' risk tolerance and return expectations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
UIA offers multiple separately managed account investment strategies including Intelligent Fixed Income, Intelligent Fixed Income GOV, Intelligent Fixed Income IG, Defensive Growth, and Intelligent Blend, covering fixed income, equity, and blended approaches.
Who they serve
Clients seeking separately managed accounts tailored to their risk tolerance and return expectations, including those seeking fixed income investments, equity exposure, or a combination of both.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of June 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ulland Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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