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Ulrich Investment Consultants
Albuquerque, New Mexico
Ulrich Investment Consultants, based out of Albuquerque, NM, is a prominent local investment advisory firm. With over 20 years of experience in the industry, they have gained the trust of over 90 individual clients, managing a substantial portfolio of $2,748,531,000 in assets. The firm operates from five strategically located offices, ensuring accessibility and personalized service for their clientele.
A key aspect that sets Ulrich Investment Consultants apart is their expertise in discretionary asset management. Approximately 70% of the assets they oversee are managed on a discretionary basis, enabling them to make informed inve...see more
Assets Under Mgmt
$2.75B
Investment Professionals
9
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Ulrich Investment Consultants
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