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Ephraim Ulmer

GODSEY & GIBB INC·RICHMOND, Virginia
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6806 PARAGON PL, STE 230, RICHMOND, VA 23230CRD# 822497Firm CRD# 105650
01

About

Ephraim Ulmer is a registered financial advisor based in RICHMOND, Virginia, affiliated with GODSEY & GIBB INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GODSEY & GIBB INC
GODSEY & GIBB WEALTH MANAGEMENT
AUM
$1.3B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at GODSEY & GIBB INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEES, TAX PREPARATION FEES
Regulatory
SEC/IARD CRD# 822497
Firm CRD# 105650
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ephraim Ulmer offer?
Ephraim Ulmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Ephraim Ulmer's credentials?
Ephraim Ulmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ephraim Ulmer located?
Ephraim Ulmer is based in RICHMOND, Virginia, working with GODSEY & GIBB INC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Ephraim Ulmer charge for services?
Ephraim Ulmer's firm is compensated through percentage of aum, other: financial planning fees, tax preparation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GODSEY & GIBB INC?
GODSEY & GIBB INC has approximately 25 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RICHMOND
Geoffrey Bonner Sale — RICHMOND CAPITAL MANAGEMENT INCClavel Tyrus Eubank — CAPGROUP ADVISORS, LLCJames Derrick Wreden — THETFORD INVESTMENT MANAGEMENT, INC.Michael Reilly Gibb — GODSEY & GIBB INCJohn Richard Tashjian — PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Nearby cities in Virginia
ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
ARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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