Unclaimed Profile

Stephanie Strid Davis

ULTRA CAPITAL, LLC·SAN FRANCISCO, California

Clean recordULTRA CAPITAL, LLC

473 JACKSON STREET, SAN FRANCISCO, CA 94111CRD# 2476625Firm CRD# 281117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Strid Davis · SAN FRANCISCO, CA

Registration

CRD #2476625 · ULTRA CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie Strid Davis is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ULTRA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ULTRA CAPITAL, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at ULTRA CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2476625

Firm CRD# 281117

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephanie Strid Davis offer?

Stephanie Strid Davis specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Stephanie Strid Davis's credentials?

Stephanie Strid Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Strid Davis located?

Stephanie Strid Davis is based in SAN FRANCISCO, California, working with ULTRA CAPITAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Stephanie Strid Davis charge for services?

Stephanie Strid Davis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ULTRA CAPITAL, LLC?

ULTRA CAPITAL, LLC has approximately 20 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →