| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan Whittier Gerald | Member | 5-10% | 2022 |
| James Michael Sizemore | Member | Under 5% | 2022 |
| John Paul Ulrich Control | Manager / President | Under 5% | 2021 |
Ulrich Consulting and Investment Group, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
Ulrich Consulting and Investment Group, LLC reports 27 employees.
Ulrich Consulting and Investment Group, LLC is based in Albuquerque, NM and has been SEC-registered since 2011.
Ulrich Consulting and Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1805 Rio Grande Boulevard NW, Suite 1, Albuquerque, NM 87104 |
| Phone | 505-224-9100 |
| Fax | 505-224-9107 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.08B |
| Non-discretionary | $1.11B |
| Total (RAUM) | $3.2B |