ULTRA ADVISORS LLC

ULTRA ADVISORS LLC of LYNDHURST, OH is an SEC-registered investment adviser (CRD 301668). Regulatory assets under management: $2.7M.

Registration

• CRD: 301668
• Type: Registered investment adviser
• Location: 5521 MAYFIELD ROAD, LYNDHURST, OH, 44124
• Phone: 216-906-2929
• Latest filing: 2026-03-31
• Regulatory AUM: $2.7M
• Non-discretionary AUM: $2.7M
• Clients: 4
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301668 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search