Ulrich Investment Consultants Revenue

Financial Services • Albuquerque, New Mexico, United States • 11-20 Employees

Ulrich Investment Consultants revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding

Key Contacts at Ulrich Investment Consultants

John Ulrich

Founder & President

Matt Ulrich

Director Of Investment Research

Monika Krowska

Director Of Firm Administration

Company overview

Headquarters	1805 Rio Grande Blvd NW, Suite One, Albuquerque, New Mexico 87104, US
Phone number	+18666089100
Website	ulrichcg.com
NAICS	52
SIC	628
Keywords	Strategic Planning, Wealth Management, Asset Allocation, Consulting Services, Financial Planning, Alternative Investments, Investment Consulting, Retirement Plans, Family Office, High Net Worth, Institutional Consulting, Manager Due Diligence, Ocio, Portfolio Modeling, Manager Search, Institutional Client Services, Foundation And Endowment, Taft-Hartley Benefit Plans, Independent Advisor, Sovereign Tribes And Related Organizations
Employees	11-20
Socials

Ulrich Investment Consultants Email Formats

Ulrich Investment Consultants uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@ulrichcg.com), used 69.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@ulrichcg.com	69.6%
{first name}{last name}	johndoe@ulrichcg.com	30.4%

About Ulrich Investment Consultants

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Senior

Employees by Department

Ulrich Investment Consultants has 14 employees across 5 departments.

Departments

Number of employees

Funding Data

Explore Ulrich Investment Consultants's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2021-02-04	11	N/A

Funding Insights

Number of funding rounds

Frequently asked questions

Ulrich Investment Consultants is located in Albuquerque, New Mexico, US.

You can reach Ulrich Investment Consultants at +18666089100.

Ulrich Investment Consultants generates an estimated annual revenue of $1,539,990. This revenue figure reflects the company's market position and business performance in its industry.

Ulrich Investment Consultants has an estimated valuation of $5,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Ulrich Investment Consultants has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.