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VerifiedInvestment Management· Founded 2002

Ulin & Co. Wealth Management

is a trusted, independent based in Boca Raton, Florida, serving successful individuals, families, retirees, business owners, and entrepreneurs since 2002—locally and nationwide. We provide high-touch and, helping clients align their assets with life goals, family values, and long-term success. For founders, executives, and affluent families, our delivers - and through our strategic partnership with NewEdge Advisors - part of NewEdge Capital Group that is a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm with $50B+ in assets under advisement: • • • • • & & : We custody assets with and, two of the most trusted names in financial services. These firms operate independently from Ulin & Co, offering institutional access with concierge-level care.(561) 210-7887 ulinwealth.com Let us help you Plan Your Best Life®

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HeadquartersBoca Raton, United StatesEmployees2(1 to 10)Annual revenue<$1MFounded year2002Websiteulinwealth.comLinkedIn profileLinkedIn

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