Assets Under Management
$3.2B
Number of Clients
278
Number of Advisors
11
Average Client AUM
$11.5M
AUM per Advisor
$290.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ulrich Investment Consultants offers investment management services to individuals, trusts, estates, and institutional clients. Services include financial planning, retirement, education, estate planning, insurance, and tax and cash flow needs. They primarily allocate assets among Independent Managers, mutual funds, and ETFs.
1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM, 87104