LeadIQ logo
Learn more at LeadIQ.com
Ulrich Investment Consultants logo

Ulrich Investment Consultants Employee Directory

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.

Find Ulrich Investment Consultants employees' phone numbers or email addresses

Ulrich Investment Consultants Global Highlights

Location
Employees

North America
27

Minus sign iconPlus sign icon
  • United States Of America
    27

Ulrich Investment Consultants's Leadership

  • Stylized image of a person
    E. O.
    Partner And Chief Investment Officer
    Mobile Phone
  • Stylized image of a person
    J. S.
    Partner Director Of Native American Consulting
    Mobile Phone
  • Stylized image of a person
    R. S.
    Partner And Chief Investment Officer
    Mobile Phone
  • Stylized image of a person
    M. R.
    Vice President
    Mobile Phone
  • Stylized image of a person
    B. B.
    Junior Associate
    Mobile Phone

Ulrich Investment Consultants Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Consultant
  • Legal
  • Other
  • Accounting

Contact profiles from Ulrich Investment Consultants

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. O.
    Partner And Chief Investment Officer
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. S.
    Partner Director Of Native American Consulting
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    R. S.
    Partner And Chief Investment Officer
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    M. R.
    Vice President
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    B. B.
    Junior Associate
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Ulrich Investment Consultants known for?

Minus sign iconPlus sign iconUlrich Investment Consultants operates in the Financial Services industry. Explore Ulrich Investment Consultants's company overview page for more information.

What is Ulrich Investment Consultants's most common email format?

Minus sign iconPlus sign iconUlrich Investment Consultants employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ulrich Investment Consultants email formats with LeadIQ.

How many employees does Ulrich Investment Consultants have currently?

Minus sign iconPlus sign iconUlrich Investment Consultants has approximately 20 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Ulrich Investment Consultants's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Ulrich Investment Consultants's key employees include:

  • Partner And Chief Investment Officer: E. O.
  • Partner Director Of Native American Consulting: J. S.
  • Partner And Chief Investment Officer: R. S.
  • Vice President: M. R.
  • Junior Associate: B. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.