Unclaimed Profile

Whitney E Solcher

ULRICH CONSULTING AND INVESTMENT GROUP, LLC·ALBUQUERQUE, New Mexico

Series 3, Series 7, Series 66Clean record17 years registeredULRICH CONSULTING AND INVESTMENT GROUP, LLC

1805 RIO GRANDE BOULEVARD NW, ALBUQUERQUE, NM 87104CRD# 4431461Firm CRD# 159499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Whitney E Solcher · ALBUQUERQUE, NM

Registration

CRD #4431461 · ULRICH CONSULTING AND INVESTMENT GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ULRICH INVESTMENT CONSULTANTS

Apr 2019 – present

SHEPHERD KAPLAN LLC

Jul 2013 – Apr 2019

SAN ANTONIO, TX

SAN ANTONIO CAPITAL MANAGEMENT, LLC

Jun 2009 – Jun 2013

SAN ANTONIO, CA

FSW ADVISORY SERVICES INC.

May 2009 – Apr 2011

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · May 11, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ULRICH CONSULTING AND INVESTMENT GROUP, LLC

CRD 159499 · SEC 801-72880

AUM

$3.3B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Whitney E Solcher offer?

Whitney E Solcher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.

What are Whitney E Solcher's credentials?

Whitney E Solcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Whitney E Solcher located?

Whitney E Solcher 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 Whitney E Solcher charge for services?

Whitney E Solcher'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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