ULRICH INVESTMENT CONSULTANTS

1805 Rio Grande Boulevard Nw
Suite 1
Albuquerque, New Mexico 87104
Tel: 505-224-9100

About ULRICH INVESTMENT CONSULTANTS

ULRICH INVESTMENT CONSULTANTS, formally registered with the SEC as ULRICH INVESTMENT CONSULTANTS. The firm was established in 12/02/2011. They have over 6 offices throughout the country.

ULRICH INVESTMENT CONSULTANTS is a Albuquerque, New Mexico based Financial Planning firm with nearly $3,279,256,426 assets under management, offering retirement planning & investment advisory services to 999 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159499
SEC#	801-72880
Assets Managed by Firm	$3,279,256,426
No. of Clients	999
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	999	$3,279,256,426
Individuals (other than high net worth individuals)	107	$62,033,650
High net worth individuals	97	$732,346,563
Pension and profit sharing plans	17	$138,263,763
Charitable organizations	18	$140,633,282
Corporations or other businesses	6	$2,581,283

More Retirement Planning firms in Albuquerque, New Mexico:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THORNBURG INVESTMENT MANAGEMENT INC 2300 North Ridgetop Road Santa Fe, NM, 87506	$41,832,394,631	750	202
REDW WEALTH LLC 8801 Horizon Blvd Ne Suite 401 Albuquerque, NM, 87113	$1,004,648,408	1227	14
JOHN MOORE & ASSOCIATES INC 8220 San Pedro Dr Ne, Suite 310 Albuquerque, NM, 87113	$758,200,188	2212	12
WESTWIND CAPITAL 1800 S. Telshor Las Cruces, NM, 88011	$715,145,223	1945	7
SUN MOUNTAIN CAPITAL ADVISORS, LLC 527 Don Gaspar Avenue Santa Fe, NM, 87505	$599,019,302	11	9

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