ULRICH INVESTMENT CONSULTANTS - Financial Advisor in New Mexico, Albuquerque

Tel: 505-224-9100 1805 Rio Grande Boulevard Nw Suite 1 Albuquerque, New Mexico 87104

About ULRICH INVESTMENT CONSULTANTS

ULRICH INVESTMENT CONSULTANTS is a Albuquerque, New Mexico based financial advisory firm with nearly $3,279,256,426 in assets under management and provides investment advisory services for 999 clients. There are currently 26 financial advisors at the firm.

General Information

Firm CRD#:

159499

Firm SEC#:

801-72880

Assets Under Management:

$3,279,256,426

No. of Clients:

999

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New Mexico?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New Mexico, Albuquerque

FirmCRD#:109446

SEC#:801-57516

No. of Advisors:14

No. of Clients:1227

AUM:$1,004,648,408

FirmCRD#:109791

SEC#:801-55123

No. of Advisors:12

No. of Clients:2212

AUM:$758,200,188

FirmCRD#:282089

SEC#:801-122424

No. of Advisors:2

No. of Clients:938

AUM:$404,472,409

FirmCRD#:330640

SEC#:801-129998

No. of Advisors:5

No. of Clients:578

AUM:$397,587,843

FirmCRD#:329580

SEC#:801-131388

No. of Advisors:28

No. of Clients:11

AUM:$258,923,901

FirmCRD#:290562

SEC#:801-112121

No. of Advisors:22

No. of Clients:3

AUM:$229,099,553

FirmCRD#:159402

SEC#:801-122537

No. of Advisors:3

No. of Clients:539

AUM:$174,250,000

FirmCRD#:282011

SEC#:801-117843

No. of Advisors:9

No. of Clients:1028

AUM:$166,767,480

FirmCRD#:140991

SEC#:801-127570

No. of Advisors:1

No. of Clients:257

AUM:$144,880,441

FirmCRD#:113715

SEC#:801-130555

No. of Advisors:5

No. of Clients:515

AUM:$133,689,469

FirmCRD#:114077

SEC#:801-120860

No. of Advisors:3

No. of Clients:574

AUM:$130,306,523

FirmCRD#:333331

SEC#:801-131961

No. of Advisors:2

No. of Clients:243

AUM:$127,342,065

FirmCRD#:296462

SEC#:801-128547

No. of Advisors:5

No. of Clients:236

AUM:$113,231,308

FirmCRD#:158890

SEC#:801-128685

No. of Advisors:7

No. of Clients:1021

AUM:$108,198,163

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

REDW WEALTH LLC

109446

801-57516

1227

$1,004,648,408

JOHN MOORE & ASSOCIATES INC

109791

801-55123

2212

$758,200,188

ZANETTI FINANCIAL, LLC

282089

801-122424

938

$404,472,409

HS WEALTH PARTNERS

330640

801-129998

578

$397,587,843

DXD CAPITAL

329580

801-131388

$258,923,901

TITAN FUND MANAGEMENT, LLC

290562

801-112121

$229,099,553

SANDIA WEALTH MANAGEMENT, LLC

159402

801-122537

539

$174,250,000

CROSS STATE FINANCIAL GROUP LLC

282011

801-117843

1028

$166,767,480

MERIDIAN WEALTH ADVISORS, LLC

140991

801-127570

257

$144,880,441

STEVE LYNCH WEALTH MANAGEMENT

113715

801-130555

515

$133,689,469

CROW FINANCIAL ADVISORS

114077

801-120860

574

$130,306,523

MADRID WEALTH MANAGEMENT

333331

801-131961

243

$127,342,065

WATERROCK WEALTH MANAGEMENT

296462

801-128547

236

$113,231,308

OAKMONT ADVISORY GROUP, LLC

158890

801-128685

1021

$108,198,163

Explore More Financial Advisor Firms in Albuquerque, New Mexico >>