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ULRICH INVESTMENT CONSULTANTS
ULRICH CONSULTING AND INVESTMENT GROUP, LLC
CRD 159499 · SEC 801-72880
1805 RIO GRANDE BOULEVARD NW, SUITE 1, ALBUQUERQUE, NM, 87104, United States
Phone
505-224-9100
Fax
505-224-9107
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.62B
Discretionary AUM
$2.33B
Team
22 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $153.6M |
| High net worth individuals | 105 | $573.2M |
| Pension/profit sharing plans | 16 | $184.6M |
| Charitable organizations | 18 | $120.7M |
| Corporations/business entities | 6 | $2.8M |
States served
AZ, CA, CO, ID, LA, NV, NM, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD