ULRICH INVESTMENT CONSULTANTS

Albuquerque, United States · CRD 159499

SEC-registered investment adviser since 2011 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$3.6bn
Main clients (by assets)High net worth individuals 16%, Pension plans 5%, Individuals 4%
Form ADV · 2026-01-30SEC adviser record

Others nearbyAlbuquerque, NM, San Antonio, TX, Spokane, WA

As an employer

Staff (Form ADV)22 · 10 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Albuquerque, NM (main office)United States	United States
San Antonio, TXUnited States	United States	10
Spokane, WAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.