Ulrich Investment Consultants Email Format

Financial ServicesNew Mexico, United States11-50 Employees

Ulrich Investment Consultants operates in the financial services sector, providing comprehensive wealth management and a broad range of consulting services with a strong focus on client service. The firm emphasizes independence from the earnings pressures of large corporations and does not offer proprietary products, instead drawing on a wide network of global investment managers to align with individual client goals. Advisory services are delivered through UIC, an SEC-registered investment adviser. 

Based in Albuquerque, New Mexico, Ulrich targets clients seeking objective, client-centric guidance and tailored financial solutions. The organization maintains a small-to-mid-sized team approach focused on building enduring trust through consistent service. In recent developments, Ulrichcg announced a partnership with Canoe Intelligence to automate the collection and data handling of alternative investment documents, and it was named a Five Star Wealth Manager Award winner in 2025.

Sign up for free to view info

Company overview Employee directory