WS
CFA
WS
CFA

Whitney E Solcher

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
278 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$3.2B

Fee Structure

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Location

1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM, 87104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Whitney is a member of two family entities and serves as trustee for multiple trusts, some of which are clients of the firm. She spends minimal time on these activities and receives no compensation.

Employment History
Current Registrations
Ulrich Investment Consultants
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Shepherd Kaplan LLC
July 2013 - April 2019 · 5 yrs 9 mos
San Antonio Capital Management, LLC
June 2009 - June 2013 · 4 yrs
Fsw Advisory Services INC.
May 2009 - April 2011 · 1 yr 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.