Ulrich Investment Consultants
Albuquerque, NM·SEC-registered · CRD #159499
Ulrich Investment Consultants is an SEC-registered investment advisory firm in Albuquerque, NM managing $3.6B across 1.1k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.6B
Client accounts
1.1k
Advisory staff
10
Fee model
Fee-based
How Ulrich Investment Consultants is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ulrich Investment Consultants
How much does Ulrich Investment Consultants manage?
Per its most recent SEC Form ADV filing (01/30/2026), Ulrich Investment Consultants reports $3.6B in regulatory assets under management across roughly 1.1k client accounts.
How does Ulrich Investment Consultants charge?
Ulrich Investment Consultants is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ulrich Investment Consultants a fiduciary?
Yes. Ulrich Investment Consultants is registered with the U.S. Securities and Exchange Commission (CRD #159499), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ulrich Investment Consultants taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ulrich Investment Consultants and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Albuquerque, NM
Profile compiled from Ulrich Investment Consultants's public SEC Form ADV filing (CRD #159499, filed 01/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ulrich Investment Consultants. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ulrich Investment Consultants? Claim this profile.