ULTRA ADVISORS LLC

Overview

Ultra Advisors LLC is a small, owner-operated advisory firm that delivers fee-based portfolio management and pension consulting to individuals, families and institutional clients. The firm charges a percentage of assets under management and reports advisory activity focused on managing public pooled vehicles rather than running large, discretionary separately managed accounts. Its regulatory filings show a non-discretionary model in practice; that suggests the firm typically implements client-directed investment choices or provides advice while clients retain trading authority. Investment activity is concentrated in public funds and mutual funds, with annuities used as a complementary product. Ultra Advisors LLC is not identified as an active ESG investor and is classified as serving both individual & family and institutional client segments. The firm also lists relationships with insurance and pension consulting activities, which aligns with its use of annuity products alongside mutual fund strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices