Matthew
Irving
Ulrich Investment Consultants
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About this Advisor
Matthew Irving is a certified financial planner operating in Las Vegas, Nevada with 1 year of industry experience. Irving works at Ulrich Investment Consultants. During their career, the advisor has held roles at Ulrich Consulting And Investment Group, LLC, Wolf & Associates, Ulrich Investment Consultants, Natixis Investment Managers, Kingsbridge Wealth Management, Blue Cow Car Wash and Irving Construction Corporation. Irving can work in Nevada, Texas and Washington. Ulrich Investment Consultants is a financial advisory company based in Albuquerque, NM. It has offices in four locations and a total of 20 people on staff. It has $3 billion in assets under management among its 871 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 16 charities and foundations. Of its 871 customer accounts, 38% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. However, fee types charged by Ulrich Investment Consultants most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ulrich Investment Consultants Brokerage Details
$2,748,530,621
20
871
$3,155,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Irving Work History
Matthew has been registered as a financial advisor for 1 years.*
Ulrich Consulting And Investment Group, LLC
Ulrich Consulting And Investment Group, LLC
Kingsbridge Wealth Management
Kingsbridge Wealth Management
Natixis Investment Managers
Ulrich Investment Consultants
Wolf & Associates
Blue Cow Car Wash
Irving Construction Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Irving 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 Ulrich Investment Consultants
Albuquerque, NM
Albuquerque, NM
Las Vegas, NV
San Antonio, TX
San Antonio, TX
San Antonio, TX
Spokane, WA
Albuquerque, NM
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
