Best Investors
Account
Sign in
Best Investors
Account
Sign in
Ulrich Investment Consultants CRD 159499
$3.62B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-02-21 |
Branch Locations
1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ulrich Consulting And Investment Group, Llc | Albuquerque | NM | 04/2021 | 05/2023 |
| Northwestern Mutual | Albuquerque | NM | 01/2020 | 03/2021 |
| School Tutoring Academy | Albuquerque | NM | 09/2018 | 10/2019 |
| Central New Mexico Community College | Albuquerque | NM | 08/2015 | 12/2016 |
| University Of New Mexico | Albuquerque | NM | 01/2017 | 12/2019 |
| Ulrich Consulting And Investment Group, Llc | Albuquerque | NM | 06/2023 | 12/2025 |
| Ulrich Consulting And Investment Group, Llc | Albuquerque | NM | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
Reach out to this advisor