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 an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management services directed at individuals and small-business owners. Its billing arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not listed as a multi-state adviser in the snapshot, and does not operate as a capital allocator or related adviser. The SEC registration year is not provided in the available data.
Assets & Accounts
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%
Contacts
2 of 2
Crawford Ulmer
CCOCRD 6748635
John Ulmer
Co-OwnerCRD 7509497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations