Ulrich Investment Consultants

Overview

Ulrich Investment Consultants is an SEC registered investment adviser based in Albuquerque, NM, registered since 2011. It reports $3.6B in assets under management across 1,032 accounts, with 22 employees. It has 12 investment adviser representatives.

Reported AUM

$3.6B

Discretionary

64%

Accounts

1,032

Average account

$3.5M

Employees

22

Advisory reps

12

Registered since

2011

Jurisdictions

11

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• John Paul Ulrich Manager, President CRD 1296113
• Evan Whittier Gerald Chief Compliance Officer, Member CRD 6729426
• James Michael Sizemore Member CRD 2658555

3 more executive officers, with direct contact details

Advisory reps 3 of 12

• Evan Whittier Gerald Insurance Agent · Investment Adviser Rep CRD 6729426
• Matthew Scott Irving Insurance Agent · Investment Adviser Rep CRD 7152391
• Divyank Mehta Investment Adviser Rep CRD 8088085

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1805 Rio Grande Blvd NW Ste 1
Albuquerque, NM 87104

County

Bernalillo

Metro area

Albuquerque, NM

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: ulrichcg.com

Every state, with registration dates

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