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

Clients

101

Accounts

1,002

Firm Details

Organization Type: Limited Liability Company
State of Formation: New Mexico
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 26, 2025
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
CROWDER, REBECCA, ANNE	I	CHIEF COMPLIANCE OFFICER	NA
SIZEMORE, JAMES, MICHAEL	I	MEMBER	NA
SIZEMORE, JAMES, MICHAEL	I	MEMBER	NA
SIZEMORE, JAMES, MICHAEL	I	MEMBER	NA
SIZEMORE, JAMES, MICHAEL	I	MEMBER	NA
SIZEMORE, JAMES, MICHAEL	I	MEMBER	NA
SIZEMORE, JAMES, MICHAEL	I	MEMBER	NA
SIZEMORE, JAMES, MICHAEL	I	MEMBER	NA
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH, JOHN, PAUL	I	MANAGER / PRESIDENT	NA	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
ULRICH CONSULTING GROUP, LLC	DE	MEMBER	D	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	D	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	D	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	D	Control
ULRICH, JOHN, PAUL	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	D	Control
ULRICH, LISA, ANN	I	MEMBER	D	Control
ULRICH, LISA, ANN	I	MEMBER	D	Control
ULRICH, LISA, ANN	I	MEMBER	D	Control
ULRICH, LISA, ANN	I	MEMBER	D	Control
Gerald, Evan, Whittier	I	MEMBER	A
Gerald, Evan, Whittier	I	MEMBER	A
Gerald, Evan, Whittier	I	MEMBER	A
Gerald, Evan, Whittier	I	MEMBER	A
Gerald, Evan, Whittier	I	MEMBER	A
Gerald, Evan, Whittier	I	MEMBER	A
Gerald, Evan, Whittier	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
RITZ-SCHALK, MOLLY, PAULI	I	MEMBER	A
SOLCHER, WHITNEY, E	I	MEMBER	A
SOLCHER, WHITNEY, E	I	MEMBER	A
SOLCHER, WHITNEY, E	I	MEMBER	A
SOLCHER, WHITNEY, E	I	MEMBER	A
SOLCHER, WHITNEY, E	I	MEMBER	A
SOLCHER, WHITNEY, E	I	MEMBER	A
SOLCHER, WHITNEY, E	I	MEMBER	A
Ulrich, Matthew, John	I	MEMBER	A
Ulrich, Matthew, John	I	MEMBER	A
Ulrich, Matthew, John	I	MEMBER	A
Ulrich, Matthew, John	I	MEMBER	A
Ulrich, Matthew, John	I	MEMBER	A
Ulrich, Matthew, John	I	MEMBER	A
Ulrich, Matthew, John	I	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control
ULRICH, JOHN, PAUL	I	ULRICH CONSULTING GROUP, LLC	E	Control

Registrations

Federal

Mar 26, 2025 REGISTERED

Notice Filings (14)

AZ CA CO FL ID LA MD NE NH NM NV OR TX WA

Address

1805 RIO GRANDE BOULEVARD NW
SUITE 1
ALBUQUERQUE, NM 87104
United States

Phone: 505-224-9100