ULRICH CONSULTING AND INVESTMENT GROUP, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 159499). Regulatory assets under management: $3.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN ANTONIO | TX | 10 | 8666089100 |
| SAN ANTONIO | TX | 10 | 8666089100 |
| — | — | 3 | 505-224-9100 |
| — | — | 3 | 505-224-9100 |
| — | — | 1 | 5052249100 |
| — | — | 1 | 5052249100 |
| SPOKANE | WA | 1 | 509-747-5101 |
| SPOKANE | WA | 1 | 509-747-5101 |