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ULTRA ADVISORY GROUP
ULTRA ADVISORY GROUP LLC
CRD 338775 · SEC 801-134701
19800 MACARTHUR BLVD, STE. 300, IRVINE, CA, 92612, United States
Phone
949-590-4923
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.6M
Discretionary AUM
$142.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $12.7M |
| High net worth individuals | 35 | $127.9M |
| Charitable organizations | 1 | $2.0M |
| Corporations/business entities | 1 | $1K |
States served
CA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD