Active

ULRICH INVESTMENT CONSULTANTS

Investment AdviceALBUQUERQUE, NM

Assets Under Management

$3.2B

Total AUM

Donut chart: Discretionary 2.1B, Non-Discretionary 1.1B
Category	Value
Discretionary	2.1B
Non-Discretionary	1.1B

Adviser Information

Field	Value
CRD Number	159499
SEC Number	801-72880
Street Address	1805 RIO GRANDE BOULEVARD NW
Street Address 2	SUITE 1
Location	ALBUQUERQUE, NM 87104
Country	United States
Phone	505-224-9100
Fax	505-224-9107
Total Employees	27

Client Count by Type (278 Total)

Horizontal bar chart: Individuals (other than H… 115, High Net Worth Individual… 103, Charitable Organizations 19, Other 19, Pension/Profit Sharing Pl… 16, Corporations/Businesses 6
Category	Value
Individuals (other than H…	115
High Net Worth Individual…	103
Charitable Organizations	19
Other	19
Pension/Profit Sharing Pl…	16
Corporations/Businesses	6

Ulrich Investment Consultants, NM — Investment Adviser | BuildTrust