Ulrich Investment Consultants
Ulrich Investment Consultants (CRD# 159499) is a financial advisory firm headquartered in Albuquerque, NM. They manage $3,279,256,426 in 999 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management3,279MILLION
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Total Number of Accounts999ACCOUNTS
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Average Account Value$3,282,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, LA, NM, NV, OR, TX, WA
Evan Gerald (CRD# 6729426) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 7 years of experience in the finance industry.
Steven Karsh (CRD# 6022246) is an Investment Advisor Representative working at Ulrich Investment Consultants in Greenwood Village, CO and has over 11 years of experience in the finance industry.
Molly Ritz-Schalk (CRD# 5908566) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 12 years of experience in the finance industry.
Whitney Solcher (CRD# 4431461) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 22 years of experience in the finance industry.
Patricia Tisdale (CRD# 2789599) is an Investment Advisor Representative working at Ulrich Investment Consultants in Spokane, WA and has over 24 years of experience in the finance industry.
John Ulrich (CRD# 1296113) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 31 years of experience in the finance industry.
Matthew Irving (CRD# 7152391) is an Investment Advisor Representative working at Ulrich Investment Consultants in Las Vegas, NV and has 1 year of experience in the finance industry.
Amanda Romero (CRD# 7200263) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 2 years of experience in the finance industry.