Ulrich Investment Consultants Data Breach Investigation

Strauss Borrelli PLLC, a leading data breach law firm, is investigating Ulrich Consulting & Investment Group, LLC, which does business as Ulrich Investment Consultants, regarding its recent data breach. The Ulrich Investment Consultants data breach may have involved sensitive personal identifiable information belonging to an undetermined number of individuals.

ABOUT ULRICH CONSULTING & INVESTMENT GROUP, LLC D/B/A ULRICH INVESTMENT CONSULTANTS:

Ulrich Investment Consultants is a financial advisory company based in New Mexico. As a fiduciary, Ulrich Investment Consultants provides a wide range of financial consulting services to clients such as financial planning, asset allocation, portfolio management, investment strategizing, comprehensive performance reporting, and day to day portfolio management.  Additionally, Ulrich Investment Consultants has a varied client base, including individuals and families, mid-sized companies, retirement plan sponsors, charitable organizations, multi-employer benefit plans, and Native American governments and affiliated entities.2 Headquartered in Albuquerque, New Mexico, Ulrich Investment Consultants has two additional locations in Texas and Washington and employs over 10 individuals.

WHAT HAPPENED?

Recently, Ulrich Investment Consultants discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. On July 9, 2024, Ulrich Investment Consultants began notifying individuals whose information may have been impacted. The type of information potentially exposed includes:

  • Name
  • Social Security number
  • Financial account information

If you received a breach notification letter from Ulrich Consulting & Investment Group, LLC d/b/a Ulrich Investment Consultants:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.

What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

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What can you do if you were impacted by a data breach?

If you were impacted by a data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by the company;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

One Magnificent Mile
980 N Michigan Avenue, Suite 1610
Chicago, Illinois 60611

Phone: 872.263.1100
Toll Free: 866.748.6220

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©2024 STRAUSS BORRELLI PLLC. ALL RIGHTS RESERVED. ATTORNEY ADVERTISING.

PRIVACY POLICY  |  TERMS & CONDITIONS  |  COOKIE POLICY