Christian
Ulrich

Invesco Advisers, Inc

CRD#2352092
Investment Advisor
in Atlanta, GA

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About this Advisor

Christian Ulrich is a financial advisor based in Atlanta, Georgia, working with Invesco Advisers, Inc. Christian has previously held positions at Invesco Global Asset Management (N.A.), Inc, A I M Distributors, Inc, and At Investor Services, Inc. Christian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Christian is part of Invesco Advisers, Inc, which operates out of Atlanta, Georgia. The firm has 13 offices and 2,895 employees. The firm manages assets totaling $746.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Invesco Advisers, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1331 Spring Street Nw Suite 2500
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$746,325,416,693

GA Average: $3,570,121,308
Total Number of Employees

2,895

GA Average: 58
Total Number of Accounts

38,517

GA Average: 1,608
Average Account Size

$19,376,520

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Christian Ulrich Work History

2007 - Present (17 years)

A I M Distributors, Inc

2005 - Present (19 years)

At Investor Services, Inc

2000 - Present (24 years)

Invesco Global Asset Management (N.A.), Inc

Disclosures

Please visit the SEC profile of Christian Ulrich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invesco Advisers, Inc

Cory Osekowski
Chicago, IL
Christopher Letsinger
Atlanta, GA
Spencer Swan
Atlanta, GA
Patrick Nelis
Atlanta, GA
Colleen Ziegler
Houston, TX
Curtis Olson
Edina, MN
Danielle Singer
New York, NY
Jett Fisher
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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