ULTRA CAPITAL, LLC

SAN FRANCISCO, California·6 registered advisors·CRD# 281117
SEC# 801-107851415-985-2200
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
20
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at ULTRA CAPITAL, LLC

6 registered advisors
Andrew Douglas Klein
SAN FRANCISCO, California
Erik Willem Jansen
SAN FRANCISCO, California
Ian (nmn) Copeland
SAN FRANCISCO, California
Nick John Brown
SAN FRANCISCO, California
Stephanie Strid Davis
SAN FRANCISCO, California
William Shawn Brennan
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
6 advisors

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Data sourced from SEC Form ADV filings. ULTRA CAPITAL, LLC (CRD# 281117) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.