CRD: 146227
Ultimate Retirement Products, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2008
- Office Locations
- 1
Office Locations
About Ultimate Retirement Products, Inc.
Ultimate Retirement Products, Inc. designs and supports retirement-plan solutions for employers and their employees, centered on its Ultimate 401k program that streamlines participant investing and aims to curb common behavioral mistakes. The firm also provides retirement planning guidance for individuals and businesses, serving clients nationally with a New York regional presence, and typically implements ETF/index-based allocations (Schwab custodied).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID GRANT MCKNIGHT
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2051705
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,921,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,921,177 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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