Posted On March 21, 2025 Consumer Privacy & Data Breaches
March 21 – The Ulrich Investment Consultants data breach lawyers at Console & Associates, P.C. are investigating the data breach that was reported after the company was targeted in a recent cyber security attack. The Ulrich Investment Consultants data breach resulted in the unauthorized access to confidential client information of certain individuals being compromised.
According to the Montana Attorney General’s office, Ulrich Investment Consultants reported a data breach after they were targeted in a recent cyber security attack. The company detected suspicious activity within an employee’s email account on October 31, 2024, which prompted an security response.
Following the discovery, Ulrich Investment Consultants secured the compromised email account and engaged external cybersecurity specialists to conduct a thorough investigation. This investigation confirmed that unauthorized access had indeed occurred, with various emails and attachments containing confidential client information potentially exposed.
The company spent several months reviewing the compromised account to identify all affected individuals and determine the extent of the exposed information. This review process was completed on February 24, 2025.
On February 28, 2025, Ulrich Investment Consultants sent out data breach letters to those individuals whose information was affected by the breach. While the public notification filed with the Montana Attorney General does not specify the exact types of information compromised, the personalized letters sent to affected individuals should detail precisely what data was exposed in each case.
Ulrich Consulting & Investment Group, LLC, doing business as Ulrich Investment Consultants, is a financial advisory firm headquartered in Albuquerque, New Mexico. The company provides investment consulting and wealth management services to a diverse clientele including institutions, retirement plans, and high-net-worth individuals.
Founded with a focus on financial advisory services, the firm offers comprehensive portfolio management, fiduciary oversight, and strategic financial planning designed to help clients achieve their long-term financial objectives. Their services typically involve managing substantial financial assets for clients, which requires them to collect and maintain sensitive personal and financial information.
The firm employs approximately 25 staff members and generates an estimated annual revenue of $5 million. As a financial advisory business, Ulrich Investment Consultants is subject to various regulatory requirements regarding data security and client confidentiality, which explains the formal notification process following this security incident.
Our data breach lawyers are eager to speak to victims of the Ulrich Investment Consultants data breach to determine what damages they sustained and what compensation may be available to them. If you recently received a NOTICE OF DATA BREACH from Ulrich Investment Consultants and would like a free consultation, contact the Console & Associates, P.C. law firm at (866) 778-5500 to discuss your legal options, or submit a confidential contact form.
