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Evan Whittier Gerald

ULRICH CONSULTING AND INVESTMENT GROUP, LLC·ALBUQUERQUE, New Mexico
Series 65Clean record9 years registeredULRICH CONSULTING AND INVESTMENT GROUP, LLC
1805 RIO GRANDE BOULEVARD NW, ALBUQUERQUE, NM 87104CRD# 6729426Firm CRD# 159499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Evan Whittier Gerald · ALBUQUERQUE, NM
Registration
CRD #6729426 · ULRICH CONSULTING AND INVESTMENT GROUP, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

ULRICH INVESTMENT CONSULTANTS
Dec 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 22, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ULRICH CONSULTING AND INVESTMENT GROUP, LLC
CRD 159499 · SEC 801-72880
AUM
$3.3B
Regulatory assets under management
Employees
26
999 client accounts
Services offered by ULRICH CONSULTING AND INVESTMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ULRICH CONSULTING AND INVESTMENT GROUP, LLC →
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Frequently Asked Questions

What services does Evan Whittier Gerald offer?
Evan Whittier Gerald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Evan Whittier Gerald's credentials?
Evan Whittier Gerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Evan Whittier Gerald located?
Evan Whittier Gerald is based in ALBUQUERQUE, New Mexico, working with ULRICH CONSULTING AND INVESTMENT GROUP, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Evan Whittier Gerald charge for services?
Evan Whittier Gerald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ULRICH CONSULTING AND INVESTMENT GROUP, LLC?
ULRICH CONSULTING AND INVESTMENT GROUP, LLC has approximately 26 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ULRICH CONSULTING AND INVESTMENT GROUP, LLC

Matthew John Ulrich
ALBUQUERQUE, NM
John Paul Ulrich
ALBUQUERQUE, NM
Molly Pauli Ritz-Schalk
ALBUQUERQUE, NM
Whitney E Solcher
ALBUQUERQUE, NM
James Michael Sizemore
ALBUQUERQUE, NM

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