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ULTIMATE RETIREMENT PRODUCTS, INC.

CRD 146227

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$57.9M

Discretionary AUM

$57.9M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals17$5.2M
High net worth individuals30$43.6M
Pension/profit sharing plans4$9.1M

All web addresses on file

Official SEC filing: View on IAPD