ULRICH CONSULTING AND INVESTMENT GROUP, LLC
Doing business as ULRICH INVESTMENT CONSULTANTS. SEC Form ADV profile.
Total regulatory AUM
$3,619,832,252
Discretionary
$2,330,782,904
Non-discretionary
$1,289,049,348
Firm details
- CRD number
- 159499
- SEC file number
- 801-72880
- Main office
- ALBUQUERQUE, NM, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.