ULRICH CONSULTING AND INVESTMENT GROUP, LLC
Legal name: ULRICH INVESTMENT CONSULTANTS
CRD #159499 SEC #801-72880 ALBUQUERQUE, NM 505-224-9100
SEC Registered
Total AUM
$3.2B
Discretionary
$2.1B
Employees
27
Clients
101
Accounts
1,002
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.2B | $2.1B | $1.1B | 27 | 3 |
| Dec 2024 | $3.3B | $1.9B | $1.4B | 26 | 2 |
| Oct 2024 | $3.3B | $1.9B | $1.4B | 26 | 2 |
| Aug 2024 | $3.3B | $1.9B | $1.4B | 26 | 2 |
| Mar 2024 | $3.3B | $1.9B | $1.4B | 26 | 2 |
| Sep 2023 | $2.7B | $1.9B | $826.5M | 20 | 0 |
| Mar 2023 | $2.7B | $1.9B | $826.5M | 20 | 0 |
| Jun 2022 | $2B | $1.2B | $790.3M | 11 | 10 |
| Apr 2022 | $2B | $1.2B | $790.3M | 11 | 10 |
| Mar 2022 | $2B | $1.2B | $790.3M | 11 | 10 |
| Nov 2021 | $1.7B | $930.3M | $748.2M | 10 | 10 |
| Mar 2021 | $1.7B | $930.3M | $748.2M | 10 | 10 |
| Jan 2021 | $1.6B | $966.3M | $622.7M | 10 | 1 |
| Nov 2020 | $1.6B | $966.3M | $622.7M | 13 | 1 |
| Jun 2020 | $1.6B | $966.3M | $622.7M | 13 | 1 |
| May 2020 | $1.6B | $966.3M | $622.7M | 13 | 1 |
| Mar 2020 | $1.6B | $966.3M | $622.7M | 13 | 1 |
| Mar 2019 | $1B | $842M | $166.4M | 8 | 0 |
| Aug 2018 | $1.1B | $922.1M | $153.5M | 8 | 0 |
| Aug 2018 | $1.1B | $922.1M | $153.5M | 8 | 0 |
| May 2018 | $1.1B | $922.1M | $153.5M | 8 | 0 |
| Mar 2018 | $903.9M | $749.7M | $154.2M | 8 | 0 |
| Dec 2017 | $712.6M | $322.5M | $390.1M | 7 | 0 |
| Sep 2017 | $712.6M | $322.5M | $390.1M | 7 | 26 |
| Aug 2017 | $712.6M | $322.5M | $390.1M | 7 | 26 |
| Aug 2017 | $712.6M | $322.5M | $390.1M | 7 | 26 |
| Mar 2017 | $712.6M | $322.5M | $390.1M | 7 | 26 |
| May 2016 | $697.8M | $306.3M | $391.5M | 7 | 26 |
| Feb 2016 | $697.8M | $306.3M | $391.5M | 7 | 26 |
| Nov 2015 | $707.8M | $283.7M | $424.1M | 5 | 26 |
| Sep 2015 | $707.8M | $283.7M | $424.1M | 5 | 26 |
| Mar 2015 | $707.8M | $283.7M | $424.1M | 5 | 26 |
| Mar 2015 | $707.8M | $283.7M | $424.1M | 5 | 26 |
| Sep 2014 | $714.1M | $296.1M | $418M | 6 | 26 |
| Mar 2014 | $714.1M | $296.1M | $418M | 6 | 26 |
| Mar 2013 | $562.6M | $133.3M | $429.3M | 6 | 26 |
| Mar 2012 | $659.8M | $95.8M | $564M | 1 | 26 |
| Nov 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees27
Clients3
DateDec 2024
Total AUM$3.3B
Discretionary$1.9B
Non-Disc.$1.4B
Employees26
Clients2
DateOct 2024
Total AUM$3.3B
Discretionary$1.9B
Non-Disc.$1.4B
Employees26
Clients2
DateAug 2024
Total AUM$3.3B
Discretionary$1.9B
Non-Disc.$1.4B
Employees26
Clients2
DateMar 2024
Total AUM$3.3B
Discretionary$1.9B
Non-Disc.$1.4B
Employees26
Clients2
DateSep 2023
Total AUM$2.7B
Discretionary$1.9B
Non-Disc.$826.5M
Employees20
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$1.9B
Non-Disc.$826.5M
Employees20
Clients0
DateJun 2022
Total AUM$2B
Discretionary$1.2B
Non-Disc.$790.3M
Employees11
Clients10
DateApr 2022
Total AUM$2B
Discretionary$1.2B
Non-Disc.$790.3M
Employees11
Clients10
DateMar 2022
Total AUM$2B
Discretionary$1.2B
Non-Disc.$790.3M
Employees11
Clients10
DateNov 2021
Total AUM$1.7B
Discretionary$930.3M
Non-Disc.$748.2M
Employees10
Clients10
DateMar 2021
Total AUM$1.7B
Discretionary$930.3M
Non-Disc.$748.2M
Employees10
Clients10
DateJan 2021
Total AUM$1.6B
Discretionary$966.3M
Non-Disc.$622.7M
Employees10
Clients1
DateNov 2020
Total AUM$1.6B
Discretionary$966.3M
Non-Disc.$622.7M
Employees13
Clients1
DateJun 2020
Total AUM$1.6B
Discretionary$966.3M
Non-Disc.$622.7M
Employees13
Clients1
DateMay 2020
Total AUM$1.6B
Discretionary$966.3M
Non-Disc.$622.7M
Employees13
Clients1
DateMar 2020
Total AUM$1.6B
Discretionary$966.3M
Non-Disc.$622.7M
Employees13
Clients1
DateMar 2019
Total AUM$1B
Discretionary$842M
Non-Disc.$166.4M
Employees8
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$922.1M
Non-Disc.$153.5M
Employees8
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$922.1M
Non-Disc.$153.5M
Employees8
Clients0
DateMay 2018
Total AUM$1.1B
Discretionary$922.1M
Non-Disc.$153.5M
Employees8
Clients0
DateMar 2018
Total AUM$903.9M
Discretionary$749.7M
Non-Disc.$154.2M
Employees8
Clients0
DateDec 2017
Total AUM$712.6M
Discretionary$322.5M
Non-Disc.$390.1M
Employees7
Clients0
DateSep 2017
Total AUM$712.6M
Discretionary$322.5M
Non-Disc.$390.1M
Employees7
Clients26
DateAug 2017
Total AUM$712.6M
Discretionary$322.5M
Non-Disc.$390.1M
Employees7
Clients26
DateAug 2017
Total AUM$712.6M
Discretionary$322.5M
Non-Disc.$390.1M
Employees7
Clients26
DateMar 2017
Total AUM$712.6M
Discretionary$322.5M
Non-Disc.$390.1M
Employees7
Clients26
DateMay 2016
Total AUM$697.8M
Discretionary$306.3M
Non-Disc.$391.5M
Employees7
Clients26
DateFeb 2016
Total AUM$697.8M
Discretionary$306.3M
Non-Disc.$391.5M
Employees7
Clients26
DateNov 2015
Total AUM$707.8M
Discretionary$283.7M
Non-Disc.$424.1M
Employees5
Clients26
DateSep 2015
Total AUM$707.8M
Discretionary$283.7M
Non-Disc.$424.1M
Employees5
Clients26
DateMar 2015
Total AUM$707.8M
Discretionary$283.7M
Non-Disc.$424.1M
Employees5
Clients26
DateMar 2015
Total AUM$707.8M
Discretionary$283.7M
Non-Disc.$424.1M
Employees5
Clients26
DateSep 2014
Total AUM$714.1M
Discretionary$296.1M
Non-Disc.$418M
Employees6
Clients26
DateMar 2014
Total AUM$714.1M
Discretionary$296.1M
Non-Disc.$418M
Employees6
Clients26
DateMar 2013
Total AUM$562.6M
Discretionary$133.3M
Non-Disc.$429.3M
Employees6
Clients26
DateMar 2012
Total AUM$659.8M
Discretionary$95.8M
Non-Disc.$564M
Employees1
Clients26
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--