Our mission is simple: to earn your enduring trust and confidence by offering the best possible comprehensive wealth management solutions, valuable insights, and a broad range of consulting services delivered with exceptional client service. That’s our target. That’s our aim. Independence from big-company corporate earnings pressure and constraints is probably the single most important thing that helps us with that. There’s no mandate to meet next quarter’s numbers — just the pressure we put on ourselves for excellence with each client. We don’t have proprietary products. Instead, we offer access to a vast array of expertise from any number of global investment managers. We’ve built Ulrich purposely to meet our mission. Advisory services offered through UIC, an SEC registered investment adviser.
View Top Employees from Ulrich Investment ConsultantsWebsite | http://www.ulrichcg.com |
Revenue | $5.7 million |
Employees | 23 (23 on RocketReach) |
Address | 1805 Rio Grande Blvd NW Suite One, Albuquerque, New Mexico 87104, US |
Phone | (505) 224-9100 |
Fax | (505) 224-9107 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Aspen Wealth Management Inc, FRS Advisors, Lowe Brockenbrough & Company, Soundhaven Capital, Weyhill Investment Counsel LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Ulrich Investment Consultants employee's phone or email?
The Ulrich Investment Consultants annual revenue was $5.7 million in 2024.
Aaron Schalk is the CFO of Ulrich Investment Consultants.
23 people are employed at Ulrich Investment Consultants.
Ulrich Investment Consultants is based in Albuquerque, New Mexico.
The NAICS codes for Ulrich Investment Consultants are [52393, 523, 5239, 52].
The SIC codes for Ulrich Investment Consultants are [62, 628].