Ultimate Retirement Products, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 146227
- Website
- www.theultimate401k.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.23%
- Pension & Profit Sharing Plans15.72%
- Individuals9.05%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ultimate Retirement Products, Inc. is an owner-operated corporation that serves both individual/family and institutional clients. The firm combines insurance-brokerage activity with portfolio management, pension consulting and the selection of outside advisers, and it charges clients via a mix of AUM-based fees and fixed fees. FINTRX flags the firm as a capital allocator; it does not identify itself as an active ESG investor. The adviser is registered to do business in California, Florida, New York and Virginia and maintains relationships with broker-dealers and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds17%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Private Funds2%
Contacts
1 of 1David Mcknight
PresidentCRD 2051705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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