Ulu Capital, LLC

Ulu Capital, LLC (CRD# 173351) is a financial advisory firm headquartered in , . They manage $5,560,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $173,750
Compensation Options
  • A percentage of assets under your management
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Ulu Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason S. Rotter
CRD#: 4398515
Fairfield, OH
93
Wealthminder
score

Jason Rotter (CRD# 4398515) is an Investment Advisor Representative working at Ulu Capital, LLC in Fairfield, OH and has over 15 years of experience in the finance industry.

2
Andrew J. Niehus
CRD#: 4406399
Fairfield, OH
83
Wealthminder
score

Andrew Niehus (CRD# 4406399) is an Investment Advisor Representative working at Ulu Capital, LLC in Fairfield, OH and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.