U
$2.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
142 ADV. Clients
7 yrs Firm Age
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- Custodian
- MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-27-2019
- Office Locations
- 1
Office Locations
5521 Mayfield Road Lyndhurst OH
About Ultra Advisors LLC
Ultra Advisors LLC is a Lyndhurst-based RIA. The firm has been operating for 7 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with MID Atlantic.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$18.9K AVG AUM / CLIENT
7.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PETER LAWRENCE MOONEY
Chief Compliance Officer, Managing Member, President
- CRD
- #2365429
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,683,824 | -- |
| Total | $2,683,824 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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