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ULRICH INVESTMENT CONSULTANTS
Legal name: ULRICH CONSULTING AND INVESTMENT GROUP, LLC
CRD 159499File 801-72880
APPROVED
Retail clients
Custody
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.62B
Top 25% of cohort (national)
Discretionary AUM
$2.33B
Non-discretionary $1.29B
Clients
280
1,032 accounts
Employees
22
Top 10% of cohort in NM
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 2, 2011
- Principal office
- 1805 RIO GRANDE BOULEVARD NW, SUITE 1, ALBUQUERQUE, NM, 87104
- Phone
- 505-224-9100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.62B
- Discretionary AUM
- $2.33B
- Non-discretionary AUM
- $1.29B
- Discretionary accounts
- 970
- Non-discretionary accounts
- 62
- Total accounts
- 1,032
- AUM per client
- $12.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $2.8M |
| Charitable organizations | 18 | $120.7M |
| High net worth individuals | 105 | $573.2M |
| Pension and profit sharing plans | 16 | $184.6M |
| Individuals (other than high net worth individuals) | 135 | $153.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 301 | 280 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.