Molly Ritz-Schalk, financial advisor Albuquerque NM
93 score

Molly Ritz-Schalk

CRD Number: 5908566
Current Firm: Ulrich Consulting Group, LLC

Molly Ritz-Schalk (CRD# 5908566) is an Investment Advisor Representative working at Ulrich Consulting Group, LLC in Albuquerque, NM and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ulrich Consulting Group, LLC Albuquerque, NM Jan 2012 - Current 4
Sovereign Investment Advisors Albuquerque, NM Mar 2009 - Dec 2011 2
Sovereign Wealth Advisors Albuquerque, NM Dec 2006 - Mar 2009 2
Strategic Wealth Management Albuquerque, NM Sep 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Molly P. Ritz-Schalk
Phone Number: 505-224-9100
Firm Website: http://www.ulrichcg.com
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    698
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $7,268,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NH, NM, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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