The Ultima Global Markets (USA), Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47895
Registered since
January 6, 2000

Firm profile

FINTRX

Overview

The Ultima Global Markets (USA), Inc. is organized as a corporation with ownership described as a mix of a foreign entity and an individual. Public data classifies the firm as unclassified and indicates it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not set up as a multi-state adviser, and is not listed as a newly formed adviser. It also does not present itself as a pension consultant and has no related-adviser relationship noted in the available information. No specifics about client segments, fee schedules, advisory services, or core business activities were provided; the available profile is limited to organizational and status attributes rather than investment strategy or service lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Schilling

    Michael Schilling

    Chief Compliance OfficerCRD 2609624

  • Michael Healy

    Michael Healy

    Chief Executive OfficerCRD 2631361

Contacts

1 of 1
  • Dimitry Zakharov

    DirectorCRD 8213454

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
230 Park Ave
Time zone
ET (UTC-5)
Office locations

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