Investment adviser · CRD 159499
ULRICH INVESTMENT CONSULTANTS
Investment adviser filing (IA)
ULRICH CONSULTING AND INVESTMENT GROUP, LLC
ALBUQUERQUE, NM, United States · Form ADV filed Jan 30, 2026
- Regulatory AUM
- $3.62B Form ADV · Item 5.F
- Client accounts
- 1,032 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 21 | $2,584,863,378 | 71.4% |
| High-net-worth individuals | 105 | $573,218,198 | 15.8% |
| Retirement plans | 16 | $184,614,221 | 5.1% |
| Individuals | 135 | $153,645,518 | 4.2% |
| Charities | 18 | $120,696,829 | 3.3% |
| Corporations & businesses | 6 | $2,794,108 | 0.1% |
Filing source
Form ADV 2047932 · Jan 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1805 RIO GRANDE BOULEVARD NW, SUITE 1ALBUQUERQUE, NM, 87104, United States
CRD 159499
Filing source
Form ADV 2047932 · Jan 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.