Matthew John Ulrich

Employer firm

Ulrich Investment Consultants CRD 159499

$3.62B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Ulrich Consulting And Investment Group, Llc
  San Antonio, TX
• 01/2023 → 05/2023
  Ulrich Consulting And Investment Group, Llc
  San Antonio, TX
• 01/2022 → 12/2022
  Ulrich Consulting And Investment Group, Llc
  San Antonio, TX
• 01/2021 → 12/2021
  Ulrich Consulting And Investment Group, Llc
  San Antonio, TX
• 09/2019 → 12/2020
  Ulrich Consulting Group
  San Antonio, TX
• 06/2018 → 08/2019
  Andersen Tax, Llc
  San Francisco, CA
• 06/2017 → 05/2018
  University Of Texas At Austin
  Austin, TX
• 08/2016 → 05/2017
  University Of Texas At Austin
  Austin, TX

Designations

• Chartered Financial Analyst

Other Names

• Matt Ulrich