U
$142.6M Total AUM
$142.6M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2025
- Office Locations
- 1
Office Locations
19800 Macarthur Blvd Ste. 300 Irvine CA
About Ultra Advisory Group
Ultra Advisory Group is a Irvine-based RIA. The firm has been operating for 0 years. Managing $142.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$142.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRYAN CROSS GOULD
Chief Compliance Officer, Managing Member
- CRD
- #5300032
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,609,950 | $472,218 |
| Non-Discretionary | $0 | -- |
| Total | $142,609,950 | $472,218 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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