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Evan Whittier Gerald

Chief Compliance Officer & MemberUlrich Consulting and Investment Group, LLCCRD 6729426

About Evan Whittier Gerald

Evan Whittier Gerald is listed as Chief Compliance Officer & Member at Ulrich Consulting and Investment Group, LLC in Albuquerque, NM. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Ulrich Consulting and Investment Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Evan Whittier Gerald work?

Evan Whittier Gerald is listed as Chief Compliance Officer & Member at Ulrich Consulting and Investment Group, LLC on SEC Form ADV.

How much of Ulrich Consulting and Investment Group, LLC does Evan Whittier Gerald own?

Form ADV reports a beneficial ownership band of 5-10%.

Ulrich Consulting and Investment Group, LLC

TitleChief Compliance Officer & Member
Ownership5-10%
Control personNo
Since2026