Updated:Jul 6, 2026

Ulmer Financial

ULMER FINANCIAL is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1...

Ulmer Financial

ULMER FINANCIAL is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

linkedin.com/company/ulmerfinancial

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

James Ulmer

Principal

What is Ulmer Financial?

Ulmer Financial is a ria based in United States.

Where is Ulmer Financial headquartered?

Ulmer Financial is headquartered in United States, in the North America region.

What does Altss track for Ulmer Financial?

Altss maintains an OSINT-verified profile of Ulmer Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Ulmer Financial?

Ulmer Financial is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Ulmer Financial?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Ulmer Financial's Altss profile last updated?

Ulmer Financial's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.