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ULTRA ADVISORS LLC
CRD 301668
5521 MAYFIELD ROAD, LYNDHURST, OH, 44124, United States
Phone
216-906-2929
Fax
330-867-1174
Registration
— (—)
Source
State registered
Total AUM
$2.7M
Discretionary AUM
$0
Team
4 total employees; 1 advisory reps; 66 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $1.2M |
| High net worth individuals | 1 | $1.5M |
| Pension/profit sharing plans | 30 | — |
Official SEC filing: View on IAPD