Julia Ullrich
Investment adviser representative at Hippocratic Financial Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$229MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Hippocratic Financial AdvisorsSep 2026 to now
- Full Bloom AccountingOct 2014 to now
- Black Diamond FinancialMay 2023 to Nov 2025
- Automattic Inc.Jun 2015 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Hippocratic Financial Advisors
Legal name: Hippocratic Financial Advisors LLC
$229MAssets managed
382Clients
6Advisers
2 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
- 7771523
- Firm CRD
- 169481