Ulrich Investment Consultants

Ulrich Investment Consultants (CRD# 159499) is a financial advisory firm headquartered in Albuquerque, NM. They manage $2,748,530,621 in 871 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,749
    MILLION
  • Total Number of Accounts
    871
    ACCOUNTS
  • Average Account Value
    $3,155,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, NM, NV, OR, TX, WA

Financial Advisors at Ulrich Investment Consultants
Showing 1 - 8 of 8 top financial advisors.
1
Evan W. Gerald
CRD#: 6729426
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104

Evan Gerald (CRD# 6729426) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 7 years of experience in the finance industry.

2
Steven A. Karsh
CRD#: 6022246
6130 Greenwood Plaza Blvd. #100, Greenwood Village, CO 80111

Steven Karsh (CRD# 6022246) is an Investment Advisor Representative working at Ulrich Investment Consultants in Greenwood Village, CO and has over 10 years of experience in the finance industry.

3
Molly P. Ritz-Schalk
CRD#: 5908566
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104

Molly Ritz-Schalk (CRD# 5908566) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 12 years of experience in the finance industry.

4
Whitney E. Solcher
CRD#: 4431461
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104

Whitney Solcher (CRD# 4431461) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 22 years of experience in the finance industry.

5
Patricia A. Tisdale
CRD#: 2789599
421 W. Riverside Avenue | Suite 972, Spokane, WA 99201

Patricia Tisdale (CRD# 2789599) is an Investment Advisor Representative working at Ulrich Investment Consultants in Spokane, WA and has over 24 years of experience in the finance industry.

6
John P. Ulrich
CRD#: 1296113
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104

John Ulrich (CRD# 1296113) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 31 years of experience in the finance industry.

7
Matthew S. Irving
CRD#: 7152391
Las Vegas, NV

Matthew Irving (CRD# 7152391) is an Investment Advisor Representative working at Ulrich Investment Consultants in Las Vegas, NV and has 1 year of experience in the finance industry.

8
Amanda M. Romero
CRD#: 7200263
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104

Amanda Romero (CRD# 7200263) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 2 years of experience in the finance industry.

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