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| Keyboard |
| Ulrich Consulting and Investment Group LLC
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|---|---|
| CRD # | 159499 |
| SEC # | 801-72880 |
| CIK # | |
| AUM | 3.6 B (2026-01-30) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 505-224-9100 |
| Address | 1805 Rio Grande Boulevard NW Albuquerque, NM 87104 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 0.2 |
| (b) Individuals (high net worth individuals) | 105 | 0.6 |
| (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 | 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 | 21 | 2.6 |
| Total | 1,032 | 3.6 |
| By Discretionary | ||
| Discretionary | 970 | 2.3 |
| Non-Discretionary | 62 | 1.3 |
| Total | 1,032 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 1,032 | 3.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BOK Financial Private Wealth Inc
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|
CO | 3.7 B |
|
The Welch Group LLC
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The Burney Company
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Courier Capital LLC
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NY | 3.6 B |
|
Steele Capital Management Inc
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|
Visionary Wealth Advisors LLC
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MO | 3.5 B |
|
Bryn Mawr Trust Advisors LLC
✚
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PA | 3.5 B |