Ulrich Investment Consultants

Firm record

As recorded in SEC IAPD

Firm CRD

159499

SEC number

801-72880

Firm type

RIA

Assets under management

$3.6B as of Jan 30, 2026

Website

linkedin.com/company/ulrich-consulting-group ↗

Phone

505-224-9100

Address

1805 Rio Grande Boulevard Nw, Albuquerque, NM, 87104

Advisors at this firm

11 in our index · page 1 of 1

• Evan Whittier GeraldCRD 6729426 · San Antonio, TX
  IA Registered
• Matthew Scott IrvingCRD 7152391 · Las Vegas, NV
  IA Registered
• Divyank MehtaCRD 8088085 · San Antonio, TX
  IA Registered
• Molly Pauli Ritz-SchalkCRD 5908566 · Albuquerque, NM
  IA Registered
• Amanda Marie RomeroCRD 7200263 · Albuquerque, NM
  IA Registered
• James Michael SizemoreCRD 2658555 · Newberg, OR
  IA Registered
• Whitney E SolcherCRD 4431461 · San Antonio, TX
  IA Registered
• Patricia A TisdaleCRD 2789599 · Spokane, WA
  IA Registered
• John Paul UlrichCRD 1296113 · Albuquerque, NM
  IA Registered
• Matthew John UlrichCRD 7718915 · San Antonio, TX
  IA Registered
• Kelly Marie VillagranaCRD 4687773 · San Antonio, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.