ULRICH CONSULTING AND INVESTMENT GROUP, LLC

ULRICH INVESTMENT CONSULTANTS
ALBUQUERQUE, New Mexico·8 registered advisors·CRD# 159499
SEC# 801-728805505-224-9100
01

Firm Overview

AUM
$3.3B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ULRICH CONSULTING AND INVESTMENT GROUP, LLC

8 registered advisors
Evan Whittier Gerald
ALBUQUERQUE, New Mexico
James Michael Sizemore
ALBUQUERQUE, New Mexico
John Paul Ulrich
ALBUQUERQUE, New Mexico
Lisa Ann Ulrich
ALBUQUERQUE, New Mexico
Matthew John Ulrich
ALBUQUERQUE, New Mexico
Molly Pauli Ritz-Schalk
ALBUQUERQUE, New Mexico
Rebecca Anne Crowder
ALBUQUERQUE, New Mexico
Whitney E Solcher
ALBUQUERQUE, New Mexico
05

Office Locations

ALBUQUERQUE, New Mexico
8 advisors

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Data sourced from SEC Form ADV filings. ULRICH CONSULTING AND INVESTMENT GROUP, LLC (CRD# 159499) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.