|
⚲
|
| Ulrich Consulting and Investment Group LLC
✚
| |
|---|---|
| CRD # | 159499 |
| SEC # | 801-72880 |
| CIK # | |
| AUM | $3.3 BB (2024-08-02) |
| Employees | 26 (46% Investors, 0% Brokers) |
| Phone | 505-224-9100 |
| Address | 1805 Rio Grande Boulevard NW Albuquerque, NM 87104 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 0.1 |
| (b) Individuals (high net worth individuals) | 97 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 0.1 |
| (h) Charitable organizations | 18 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 20 | 2.2 |
| Total | 999 | 3.3 |
| By Discretionary | ||
| Discretionary | 886 | 1.9 |
| Non-Discretionary | 113 | 1.4 |
| Total | 999 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 999 | 3.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Calamos Wealth Management LLC
✚
|
IL | 3.3 |
|
Aristotle Capital Boston LLC
✚
|
MA | 3.3 |
|
Sowell Financial Services LLC
✚
|
AR | 3.3 |
|
Verdence Capital Advisors LLC
✚
|
MD | 3.3 |
|
American Capital Management Inc
✚
|
NY | 3.3 |
|
Brick Capital Management Inc
✚
|
MI | 3.3 |
|
Schwartz Investment Counsel Inc
✚
|
MI | 3.3 |
|
Miller Howard Investments Inc
✚
|
NY | 3.2 |
|
Burnham Gibson Wealth Advisors LLC
✚
|
CA | 3.2 |
|
Foster Group Inc
✚
|
IA | 3.2 |