The Ultima Global Markets (USA), Inc.

Broker-DealerFINRA MemberEst. 2000
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 and has been SEC-registered since 2000. Ownership is listed as a mix of a foreign entity and an individual. Public records in this dataset do not provide details on the firm's advisory services, client segments, or fee arrangements. The firm is not characterized as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available profile.

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 Healy

    Michael Healy

    Chief Executive OfficerCRD 2631361

  • Michael Schilling

    Michael Schilling

    Chief Compliance OfficerCRD 2609624

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth