Ultra Advisors LLC

Ultra Advisors LLC (CRD# 301668) is a financial advisory firm headquartered in Lyndhurst, OH. They manage $2,254,230 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5521 Mayfield Road, Lyndhurst, OH 44124
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $53,672
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Ultra Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Mooney, financial advisor Lyndhurst OH
Peter L. Mooney
CRD#: 2365429
5521 Mayfield Road, Lyndhurst, OH 44124

Peter Mooney (CRD# 2365429) is an Investment Advisor Representative working at Ultra Advisors LLC in Lyndhurst, OH and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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