ULRICH INVESTMENT CONSULTANTS

RIASEC RegisteredEst. 2011

Total AUM

$3.6B

Discretionary

$2.3B

64% of AUM

Avg account

$3.5M

Accounts

1,032

Employees

Advisory reps

Firm details

Headquarters: ALBUQUERQUE, New Mexico
CRD number: 159499
Registered since: December 2, 2011
Website: www.ulrichcg.com
Custodians: CHARLES SCHWAB & CO., INC., BOK FINANCIAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Other71.41%
HNWI15.84%
Pension & Profit Sharing Plans5.1%
Individuals4.24%
Charitable Organizations3.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ulrich Investment Consultants is an independent registered investment adviser organized as a limited liability company and operating since 2011. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of financial planning, portfolio management for individuals and businesses, pension consulting and the selection of third‑party advisers. Its fee arrangements are flexible—percentage of AUM, hourly and fixed fees are all used—allowing for bespoke engagements across different client types. Investment activity centers on pooled public vehicles as the primary implementation tool, supplemented by allocations to third‑party alternative managers. The firm is not positioned as an active ESG investor and it does not operate as a multi‑state adviser. Ulrich also lists an insurance company affiliation among its industry ties. On the recognition front, the firm has been cited repeatedly in Citywire’s "50 Growers Across America" list (2021, 2023, 2024 and 2025), indicating consistent growth visibility within that publication.