Matthew John Ulrich
Investment adviser representative at Ulrich Investment Consultants
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ulrich Investment ConsultantsMay 2024 to now
- Ulrich Consulting and Investment Group, LLCJun 2023 to now
- Ulrich Consulting and Investment Group, LLCJan 2023 to May 2023
- Ulrich Consulting and Investment Group, LLCJan 2022 to Dec 2022
- Ulrich Consulting and Investment Group, LLCJan 2021 to Dec 2021
- Ulrich Consulting GroupSep 2019 to Dec 2020
- Andersen Tax, LLCJun 2018 to Aug 2019
- University of Texas At AustinJun 2017 to May 2018
- University of Texas At AustinAug 2016 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ulrich Investment Consultants
Legal name: Ulrich Consulting and Investment Group, LLC
$3.6BAssets managed
301Clients
12Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7718915
- Firm CRD
- 159499