Ulmer Financial
Firm details
- Headquarters
- ,
- CRD number
- 319222
- Website
- www.ulmerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals98.12%
- HNWI1.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ulmer Financial is a small, independent registered investment adviser organized as an LLC and registered in Virginia. The firm is individually owned and concentrates on serving individuals and families, as well as small-business owners. Its advisory work centers on financial planning and discretionary portfolio management for individual and small-business clients. Client billing combines an asset-based fee with the option for hourly or fixed fees. The firm is not positioned as a capital allocator and there are no listed relationships with third‑party alternative fund managers. Ulmer Financial does not identify as an active ESG investor and is not set up as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- US Government Bonds9%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations