Ulrich Investment Consultants
Financial Services
1805 Rio Grande Blvd Nw
21 employees
COMPO
- Employees
- 21
- Contacts
- 3
- Emails
- 3
Ulrich Investment Consultants Overview
- Headquarters
- 1805 Rio Grande Blvd Nw
- Website
- ulrichcg.com
- Industry
- Financial Services
- Employees
- 21
- Stock Symbol
- COMPO
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Ulrich Investment Consultants
Our mission is simple: to earn your enduring trust and confidence by offering the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. That’s our target. That’s our aim. Independence from big-company corporate earnings pressure and constraints is probably the single most important thing that helps us with that. There’s no mandate to meet next quarter’s numbers — just the pressure we put on ourselves for excellence with each client. We don’t have proprietary products. Instead, we offer access to a vast array of expertise from any number of global investment managers. We’ve built Ulrich purposely to meet our mission. Advisory services offered through UIC, an SEC registered investment adviser.
Ulrich Investment Consultants Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
Ulrich Investment Consultants Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Evan Gerald | Partner - Senior Advisor at Ulrich | San Antonio, Texas, United States |
Email
|
| Whitney E. Solcher, Cfa | Partner & Chief Investment Officer | San Antonio, Texas, United States |
Email
|
| Brent Mcdermott | Fintech Consulting | Jacksonville, Florida, United States |
Email
|
Employees by Management Level
Executive
5 profiles
Senior / Lead
5 profiles
Associate / junior
4 profiles
Individual contributor
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 6 | 6 | 0 |
| Executive | 4 | 4 | 0 |
| Sales | 2 | 2 | 0 |
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