# ULRICH CONSULTING AND INVESTMENT GROUP, LLC

ULRICH CONSULTING AND INVESTMENT GROUP, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser.

## Registration

- CRD: 159499
- Type: SEC-registered investment adviser
- SEC file number: 801-72880
- Location: 1805 RIO GRANDE BOULEVARD NW, SUITE 1, ALBUQUERQUE, NM, 87104
- Phone: 505-224-9100
- Latest filing: 2026-01-30
- Regulatory AUM: $3.6B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $1.3B
- Clients: 22
- Accounts: 1,032

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| John Paul Ulrich | MANAGER / PRESIDENT; MEMBER / MANAGER | — |
| Molly Pauli Ritz-Schalk | MEMBER | — |
| Whitney E Solcher | MEMBER | — |
| Evan Whittier Gerald | CHIEF COMPLIANCE OFFICER & MEMBER; MEMBER | — |
| James Michael Sizemore | MEMBER | — |
| Matthew John Ulrich | MEMBER | — |
| Rebecca Anne Crowder | CHIEF COMPLIANCE OFFICER | — |
| ULRICH RONALD JOHN | MEMBER | — |
| SIZEMORE JAMES MICHAEL | MEMBER | — |
| ULRICH LISA ANN | MEMBER | — |
| ULRICH JOHN PAUL | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER; MANAGER / PRESIDENT; MEMBER / MANAGER | — |
| SOLCHER WHITNEY E | MEMBER | — |
| CROWDER REBECCA ANNE | CHIEF COMPLIANCE OFFICER | — |
| RITZ-SCHALK MOLLY PAULI | MEMBER | — |
| Gerald Evan Whittier | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159499/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159499/similar
- Related entities: https://search.stillhousedata.com/firm/159499/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159499

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.