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Chief Executive Officer and Chief Investment Officer · Ullman Investment Counsel LLC

Lawrence S. Ullman

CRD 3028063 · Named on Form ADV at one SEC-registered adviser

At a glance

Ullman Investment Counsel LLC, an SEC-registered asset manager based in Toronto, Ontario, Canada with $0 in regulatory assets, lists Lawrence S. Ullman on its Form ADV as Chief Executive Officer and Chief Investment Officer, a control person.

Firms and roles

  • Ullman Investment Counsel LLCChief Executive Officer and Chief Investment OfficerAsset manager · Toronto, Ontario, Canada · $0M in regulatory assets

AtlasMembers

Lawrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.