Ulrich Consulting Group, LLC

Ulrich Consulting Group, LLC (CRD# 159499) is a financial advisory firm headquartered in Albuquerque, NM. They manage $697,771,246 in 96 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    698
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $7,268,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, NM, TX

Financial Advisors at Ulrich Consulting Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Molly P. Ritz-Schalk
CRD#: 5908566
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104
93
Wealthminder
score

Molly Ritz-Schalk (CRD# 5908566) is an Investment Advisor Representative working at Ulrich Consulting Group, LLC in Albuquerque, NM and has over 5 years of experience in the finance industry.

2
John P. Ulrich
CRD#: 1296113
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104
93
Wealthminder
score

John Ulrich (CRD# 1296113) is an Investment Advisor Representative working at Ulrich Consulting Group, LLC in Albuquerque, NM and has over 24 years of experience in the finance industry.

3
Deirdre M. Sanborn
CRD#: 5726443
Dallas, TX
87
Wealthminder
score

Deirdre Sanborn (CRD# 5726443) is an Investment Advisor Representative working at Ulrich Consulting Group, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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