Kelly
Villagrana
Ulrich Investment Consultants
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About this Advisor
Kelly Villagrana is a financial advisor operating out of San Antonio, Texas with 1 year of relevant experience. Villagrana works at Ulrich Investment Consultants. Villagrana has gained experience at Lpl Financial, Ulrich Consulting And Investment Group, LLC, Lpl Financial LLC, Pourtastic Tastings, LLC and Homemaker. Villagrana holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Ulrich Investment Consultants is a registered investment business operating out of Albuquerque, NM. The firm has offices in four locations and a total of 20 financial advisors. It has $3 billion in assets under management between its 871 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 16 charitable organizations. Of its 871 accounts, 38% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a number 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 advisory fees are based on which service is offered. Fee types billed by Ulrich Investment Consultants most likely include some blend 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
Kelly Villagrana Work History
Kelly has been registered as a financial advisor for 1 years.*
Ulrich Consulting And Investment Group, LLC
Lpl Financial LLC
Pourtastic Tastings, LLC
Homemaker
Lpl Financial
*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 Kelly Villagrana 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
Las Vegas, NV
San Antonio, TX
Albuquerque, NM
San Antonio, TX
Spokane, WA
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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