ULRICH CONSULTING AND INVESTMENT GROUP, LLC

ULRICH CONSULTING AND INVESTMENT GROUP, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 159499). Regulatory assets under management: $3.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (15)

NameRoleLocation
John Paul UlrichMANAGER / PRESIDENT; MEMBER / MANAGER—
Molly Pauli Ritz-SchalkMEMBER—
Whitney E SolcherMEMBER—
Evan Whittier GeraldCHIEF COMPLIANCE OFFICER & MEMBER; MEMBER—
James Michael SizemoreMEMBER—
Matthew John UlrichMEMBER—
Rebecca Anne CrowderCHIEF COMPLIANCE OFFICER—
ULRICH RONALD JOHNMEMBER—
SIZEMORE JAMES MICHAELMEMBER—
ULRICH LISA ANNMEMBER—
ULRICH JOHN PAULCHIEF COMPLIANCE OFFICER / MANAGING MEMBER; MANAGER / PRESIDENT; MEMBER / MANAGER—
SOLCHER WHITNEY EMEMBER—
CROWDER REBECCA ANNECHIEF COMPLIANCE OFFICER—
RITZ-SCHALK MOLLY PAULIMEMBER—
Gerald Evan WhittierMEMBER—

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