Evan
Gerald
Ulrich Investment Consultants
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About this Advisor
Evan Gerald is a certified financial planner who works in Albuquerque, New Mexico who has 7 years of industry experience. Gerald currently works for Ulrich Investment Consultants. Throughout their career, Gerald has worked at Ulrich Consulting Group, Johnson Controls and Ulrich Consulting And Investment Group, LLC. Gerald maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Texas. Ulrich Investment Consultants is a financial advisory company that has its headquarters in Albuquerque, NM. The firm has offices in four locations and a total of 20 advisors. It handles $3 billion in assets under management across its 871 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 16 charities and foundations. Of its 871 client accounts, 38% belong to high-net-worth investors who have at least $1 million in investable assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the type of services. Fee types charged by Ulrich Investment Consultants can 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
Evan Gerald Work History
Evan has been registered as a financial advisor for 7 years.*
Ulrich Consulting And Investment Group, LLC
Ulrich Consulting And Investment Group, LLC
Ulrich Consulting Group
Johnson Controls
*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 Evan Gerald 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
Las Vegas, NV
San Antonio, TX
Albuquerque, NM
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Albuquerque, NM
San Antonio, TX
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.
