Julia Ullrich

BLACK DIAMOND FINANCIAL

Bend, OR 97702

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CRD#: 7771523

Professional summary

Julia Ullrich, who also goes by Julia Michele Abbott, is a registered financial advisor currently at BLACK DIAMOND FINANCIAL, LLC located in Bend, Oregon.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Julia has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia Michele Abbott

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Full Bloom Accounting which provides bookkeeping to small businesses. This is not investment related. I am the sole owner and provide accounting services. I started providing services under Full Bloom Accounting in October 2014. Currently, I spend about four hours per month on the activities of this business which is done primarily in the evenings and on weekends.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Ullrich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2023 - Present

BLACK DIAMOND FINANCIAL, LLC

Office #1: 855 Sw Yates Dr., Ste 101, Bend, OR 97702

RIA

CRD#: 145108

Bend, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLACK DIAMOND FINANCIAL, LLC

CRD#: 145108 / SEC#: 801-96172

RIA

Registered Investment Advisory firm - (4/22/2015 Approved)

Maryland

Registered Investment Advisory firm - (4/24/2015 Terminated)

Oregon

Registered Investment Advisory firm - (4/27/2015 Terminated)

Virginia

Registered Investment Advisory firm - (4/24/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/2023

Uniform Investment Adviser Law Examination

Current Firm

BLACK DIAMOND FINANCIAL, LLC

CRD#: 145108 / SEC#: 801-96172

RIA

Registered Investment Advisory firm - (4/22/2015 Approved)

Maryland

Registered Investment Advisory firm - (4/24/2015 Terminated)

Oregon

Registered Investment Advisory firm - (4/27/2015 Terminated)

Virginia

Registered Investment Advisory firm - (4/24/2015 Terminated)

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Contact information

Main Address

2330 West Joppa Road Suite 320, Lutherville, MD 21093

Mailing Address

Phone number

(443) 841-7772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	328
AUM (Assets Under Management)	$ 1,043,675,393

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Julia Ullrich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Ullrich's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACK DIAMOND FINANCIAL, LLC

Primary Firm SEC Registration

BLACK DIAMOND FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2023

Current Firm

BLACK DIAMOND FINANCIAL, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK DIAMOND FINANCIAL, LLC

TRUST BUT VERIFY

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