Ultimus Fund Solutions
225 Pictoria Dr Ste 450, Cincinnati, OH 45246
Ultimus Fund Solutions has been providing personal and comprehensive mutual fund services to small- and medium-sized fund groups for more than 50 years. It offers fund administration, distribution, accounting and transfer agency services. The company provides technical support and operational consulting services. Ultimus Fund Solutions assists clients in preparing and filing registration statements and reports, as well as prepares materials for board meetings. In addition, it coordinates and arranges for various insurance and prototype retirements plans. The company helps in filing regulatory reports, as well as monitoring tax compliance calculations. Ultimus Fund provides optimized management reporting and transaction processing services. The company is located in Cincinnati.
More Business Info
- BBB Rating
- Hours
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- Extra Phones
Phone: 513-587-3437
Phone: 513-587-3401
Fax: 513-587-3437
TollFree: 888-912-4562
- Neighborhood
- Springdale
- AKA
The Ultimus Group, LLC
The Ultimus Group
Ultimus Fund Solutions LLC
- Other Links
- Other Email
- Categories
- Investment Management, Investments
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