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Lisa Ann Ulrich

ULRICH CONSULTING GROUP, LLC·ALBUQUERQUE, New Mexico
Unclaimed Profile
1805 RIO GRANDE BOULEVARD NW, ALBUQUERQUE, NM 87104CRD# 5995062Firm CRD# 159499
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About

Lisa Ann Ulrich is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with ULRICH CONSULTING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
ULRICH CONSULTING AND INVESTMENT GROUP, LLC
ULRICH INVESTMENT CONSULTANTS
AUM
$3.3B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at ULRICH CONSULTING AND INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5995062
Firm CRD# 159499
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Ann Ulrich offer?
Lisa Ann Ulrich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Lisa Ann Ulrich's credentials?
Lisa Ann Ulrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ann Ulrich located?
Lisa Ann Ulrich is based in ALBUQUERQUE, New Mexico, working with ULRICH CONSULTING GROUP, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Lisa Ann Ulrich charge for services?
Lisa Ann Ulrich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ULRICH CONSULTING GROUP, LLC?
ULRICH CONSULTING GROUP, LLC has approximately 26 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Mexico
SANTA FE (64)LAS CRUCES (6)SOCORRO (4)CARLSBAD (2)
City Guides
SANTA FE GuideLAS CRUCES GuideSOCORRO GuideCARLSBAD Guide
Research
Advisor Fees in New MexicoNational Fee Analysis
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