John G. Ullman & Associates
Financial Services • 
Big Flats, New York, United States • 51-100 Employees
Company overview
| Headquarters | 343 Daniel Zenker Dr, Horseheads, New York 14845, US |
| Phone number | +18009363785 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Retirement Planning, Goal Setting, Portfolio Management, Financial Planning, Estate Planning, Tax Preparation, Investment Strategy, College Savings, Insurance Review, Cash Flow Analysis, Executive Compensation Review |
| Founded | 1978 |
| Employees | 51-100 |
| Socials |
Key Contacts at John G. Ullman & Associates
Scott Schoonover
Director Of Human Resources
Donald Huff
Director Of Tax Services
Jennifer Bement-Coon
Director Of Information Services, Manager Equity Trading
Howard Zingler
Director
John G. Ullman & Associates Email Formats
John G. Ullman & Associates uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 48.2% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 24.1% |
{first name}@company.com | john@company.com | 12.4% |
{last name}.{first name}@company.com | doe.john@company.com | 8.9% |
{first name}{last name}@company.com | johndoe@company.com | 6.4% |
About John G. Ullman & Associates
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.
John G. Ullman & Associates revenue & valuation
| Annual revenue | $14,700,000 |
| Revenue per employee | $213,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $47,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
John G. Ullman & Associates has 38 employees across 8 departments.
Departments
Number of employees
Funding Data
John G. Ullman & Associates has never raised funding before.
John G. Ullman & Associates Tech Stack
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