Ulrich Investment Consultants

Ulrich Investment Consultants (CRD# 159499) is a financial advisory firm headquartered in Albuquerque, NM. They manage $712,575,359 in 95 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    713
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $7,500,793
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.

AZ, CA, ID, NM, TX, WA

Financial Advisors at Ulrich Investment Consultants
Showing 1 - 6 of 6 top financial advisors.
1
James D. Howard
CRD#: 1777319
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104
96
Wealthminder
score

James Howard (CRD# 1777319) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has over 30 years of experience in the finance industry. James Howard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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 Investment Consultants in Albuquerque, NM and has over 7 years of experience in the finance industry.

3
Patricia A. Tisdale
CRD#: 2789599
421 W. Riverside Avenue | Suite 972, Spokane, WA 99201
93
Wealthminder
score

Patricia Tisdale (CRD# 2789599) is an Investment Advisor Representative working at Ulrich Investment Consultants in Spokane, WA and has over 18 years of experience in the finance industry.

4
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 Investment Consultants in Albuquerque, NM and has over 25 years of experience in the finance industry.

5
Deirdre M. Sanborn
CRD#: 5726443
Dallas, TX
89
Wealthminder
score

Deirdre Sanborn (CRD# 5726443) is an Investment Advisor Representative working at Ulrich Investment Consultants in Dallas, TX and has over 2 years of experience in the finance industry.

6
Evan W. Gerald
CRD#: 6729426
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM 87104
88
Wealthminder
score

Evan Gerald (CRD# 6729426) is an Investment Advisor Representative working at Ulrich Investment Consultants in Albuquerque, NM and has 1 year of experience in the finance industry.

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