Ulrich Consulting and Investment Group, LLC
● SEC registered since 2011CRD 159499SEC# 801-72880Albuquerque, NM
Reg. AUM
$3.62B
Employees
22
Accounts
1,032
Location
Albuquerque, NM
Ulrich Consulting and Investment Group, LLC assets under management
Ulrich Consulting and Investment Group, LLC is a registered investment adviser overseen by the SEC based in Albuquerque, NM. The firm has been registered since 2011. It reports $3.6 billion in regulatory assets under management and employs 22 people.
Ulrich Consulting and Investment Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Whittier Gerald | Chief Compliance Officer & Member | 5-10% | 2026 |
| James Michael Sizemore | Member | Under 5% | 2022 |
| John Paul Ulrich Control | Manager / President | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Ulrich Consulting and Investment Group, LLC manage?
Ulrich Consulting and Investment Group, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many employees does Ulrich Consulting and Investment Group, LLC have?
Ulrich Consulting and Investment Group, LLC reports 22 employees.
Where is Ulrich Consulting and Investment Group, LLC located?
Ulrich Consulting and Investment Group, LLC is based in Albuquerque, NM and has been SEC-registered since 2011.
Does Ulrich Consulting and Investment Group, LLC disclose fund performance?
Ulrich Consulting and Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1805 Rio Grande Boulevard NW, Suite 1, Albuquerque, NM 87104 |
| Phone | 505-224-9100 |
| Fax | 505-224-9107 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.62B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$3.62Bregulatory AUM
Discretionary $2.33BNon-discretionary $1.29B