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        General Info
        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.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Phone: (513) 587-3401

        Phone: (513) 587-3437

        Fax: (513) 587-3437

        TollFree: (888) 912-4562

        Neighborhood
        Springdale
        AKA

        The Ultimus Group, LLC

        The Ultimus Group

        Ultimus Fund Solutions LLC

        Other Links

        http://www.ultimusfundsolutions.com

        https://www.ultimusfundsolutions.com

        Other Email

        Categories
        Investment Management, Investments

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        Details

        Phone: (513) 587-3400

        Address: 225 Pictoria Dr Ste 450, Cincinnati, OH 45246

        Website: http://www.ultimusfundsolutions.com

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