Ulrich Investment Consultants Data Breach Class Action

At Console & Associates, our data breach lawyers are closely examining the recent Ulrich Investment Consultants data breach. This data breach was disclosed following a cyber security incident at Ulrich Investment Consultants, which may have affected individuals, potentially exposing sensitive personal identifiable information.

What Happened?

A recent report from the Montana Attorney General's office states that the Ulrich Investment Consultants data breach occurred due to a cyber security incident involving unauthorized access to an employee's email account.

According to the filing, on October 31, 2024, the company identified suspicious activity within the email account. Upon discovery, Ulrich Investment Consultants secured the compromised account and enlisted outside cybersecurity specialists to conduct a thorough investigation. This investigation confirmed that an unauthorized party had indeed gained access to the account, which contained emails and attachments with confidential client information.

Following the discovery, Ulrich Investment Consultants conducted a comprehensive review of the compromised materials to determine exactly what information was exposed and which individuals were affected. This review process was completed on February 24, 2025.

Data breach letters were sent out by Ulrich Investment Consultants on February 28, 2025, informing affected individuals about the nature of the incident and compromised data. While the public filing doesn't specify the exact types of information exposed, the personalized letters sent to affected individuals should contain details about what specific information was compromised in each case.

Steps To Take If You Were Affected By A Data Breach

1. Monitor all accounts and credit reports closely
   1. Set up alerts for suspicious activity
   2. Review all financial statements thoroughly
   3. Request free credit reports and examine them for unauthorized entries
      
      
2. Consider freezing your credit
   1. Contact all three major credit bureaus to place a freeze
   2. Understand this prevents new accounts from being opened in your name
   3. Remember to temporarily lift the freeze when applying for legitimate credit
      
      
3. Look out for phishing attempts using information from the Ulrich Investment Consultants data breach
   1. Be wary of unexpected emails or messages claiming to be from Ulrich Investment Consultants
   2. Don't click on suspicious links or download unexpected attachments
   3. Verify all communications through official channels
      
      
4. Change passwords for affected accounts
   1. Create strong, unique passwords for each account
   2. Use a combination of letters, numbers, and special characters
   3. Consider using a password manager for better security
      
      
5. Enable two-factor authentication where possible
   1. Add this extra layer of security to all important accounts
   2. Use authenticator apps rather than SMS when available
   3. Keep backup codes in a secure location

For more detailed guidance, explore our “Guide for Victims of a Data Breach” to better understand measures you can take to protect yourself after a data breach.

Ulrich Investment Consultants Overview

Ulrich Consulting & Investment Group, LLC, doing business as Ulrich Investment Consultants, operates as a financial advisory firm headquartered in Albuquerque, New Mexico. The company specializes in providing investment consulting and wealth management services to a diverse clientele that includes institutions, retirement plans, and high-net-worth individuals.

The firm's core services include portfolio management, fiduciary oversight, and strategic financial planning designed to address clients' long-term financial objectives. With approximately 25 employees and an estimated annual revenue of $5 million, Ulrich Investment Consultants manages significant client assets. The company's operations require maintaining confidential client data, including personal identification information, financial account details, and investment records - precisely the types of sensitive information that could be vulnerable in an email account breach.

Ulrich Investment Consultants Data Breach Victims Have Rights - Don’t Wait to Act

How do you know that you were affected by the Ulrich Investment Consultants data breach? Usually victims receive a NOTICE OF DATA BREACH in the mail, but the impact of a breach can be felt long before notices are sent to those affected. This can be in the form of fraudulent financial activity and other forms of identity theft.

If you believe you were affected, we encourage you to reach out to our data breach law firm for legal assistance through a no-cost consultation about your situation. We will review your eligibility to file a data breach class action lawsuit and discuss your legal rights and any compensation that may be available to you.

Complete our confidential contact form below and a member of our legal team will be in touch.