Ultimus Fund Distributors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
96
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
104177
Registered since
August 24, 2000

Firm profile

FINTRX

Overview

Ultimus Fund Distributors, LLC is organized as a limited liability company that functions as a fund distributor. Its corporate classification identifies distribution of investment funds as the primary activity rather than acting as a capital allocator or a discretionary investment manager. Ownership is listed as a combination of a domestic entity and an individual. The firm’s profile does not indicate active engagement with environmental, social, and governance (ESG) investing, nor does it present itself as a multi-state or newly formed adviser, a pension consultant, or a related adviser to another registered advisory entity. Other business and advisory activities were not provided in the source data.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
225 Pictoria Dr
Time zone
ET (UTC-5)
Office locations

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