Ultra Financial Partners

Ultra Financial Partners (CRD# 315239) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $56,295,607 in 194 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
14350 N Frank Lloyd Wright Blvd, Suite 9, Scottsdale, AZ 85260
https://www.ultrafp.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $290,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Ultra Financial Partners
Showing 1 - 5 of 5 top financial advisors.
1
Hugo Meraz, financial advisor Scottsdale AZ
Hugo C. Meraz
CRD#: 4278151
14350 N Frank Lloyd Wright Blvd, Suite 9, Scottsdale, AZ 85260

Hugo Meraz (CRD# 4278151) is an Investment Advisor Representative working at Ultra Financial Partners in Scottsdale, AZ and has over 12 years of experience in the finance industry.

2
Michael Roasa, financial advisor Scottsdale AZ
Michael L. Roasa
CRD#: 839553
14350 N Frank Lloyd Wright Blvd, Suite 9, Scottsdale, AZ 85260

Michael Roasa (CRD# 839553) is an Investment Advisor Representative working at Ultra Financial Partners in Scottsdale, AZ and has over 24 years of experience in the finance industry.

3
Logan Varela, financial advisor Scottsdale AZ
Logan W. Varela
CRD#: 6841616
14350 N Frank Lloyd Wright Blvd, Suite 9, Scottsdale, AZ 85260
Logan Varela (CRD# 6841616) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Laguna Hills, CA and has 1 year of experience in the finance industry.
4
Jonathan Michaels, financial advisor Scottsdale AZ
Jonathan G. Michaels
CRD#: 7456072
14350 N Frank Lloyd Wright Blvd, Suite 9, Scottsdale, AZ 85260

Jonathan Michaels (CRD# 7456072) is an Investment Advisor Representative working at Ultra Financial Partners in Scottsdale, AZ and has over 2 years of experience in the finance industry.

5
Simon Moran, financial advisor Flagstaff AZ
Simon M. Moran
CRD#: 7862644
2500 S Woodlands Village Blvd, Unit #3, Flagstaff, AZ 86001

Simon Moran (CRD# 7862644) is an Investment Advisor Representative working at Ultra Financial Partners in Flagstaff, AZ and has 1 year 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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