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ULRICH INVESTMENT CONSULTANTS
ALBUQUERQUE, NM
505-224-9100
SEC #801-72880Total AUM
$3.6B
Employees
22Clients
301Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1805 RIO GRANDE BOULEVARD NW
SUITE 1
ALBUQUERQUE
NM 87104
United States
SUITE 1
ALBUQUERQUE
NM 87104
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
505-224-9100
Other Offices
4
Financials
Total AUM
$3.6B
Accounts
1,032Discretionary
$2.3B
Accounts
970Non-Discretionary
$1.3B
Accounts
62
Clients
Individual Clients
135AUM
$153.6M
HNW Individual Clients
105AUM
$573.2M
Pension/Profit Sharing Plan Clients
16AUM
$184.6M
Charitable Organization Clients
18AUM
$120.7M
Corporation or Business Clients
6AUM
$2.8M
Other Clients
21AUM
$2.6B
Description of Other Clients
SOVERIEGN NATIONS AND TAFT HARTLEY
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDLANMNVORTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.