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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ulrich Consulting and Investment Group LLC
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|---|---|
| CRD # | 159499 |
| SEC # | 801-72880 |
| CIK # | |
| AUM | $3.2 B (2025-03-26) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 505-224-9100 |
| Address | 1805 Rio Grande Boulevard NW Albuquerque, NM 87104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 0.1 |
| (b) Individuals (high net worth individuals) | 103 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.2 |
| (h) Charitable organizations | 19 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 19 | 2.3 |
| Total | 1,002 | 3.2 |
| By Discretionary | ||
| Discretionary | 934 | 2.1 |
| Non-Discretionary | 68 | 1.1 |
| Total | 1,002 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1,002 | 3.2 |
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|---|---|---|
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|
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