Unclaimed property directory
Ultimus Fund Solutions LLC Unclaimed Property
Browse possible unclaimed-property accounts associated with Ultimus Fund Solutions LLC, ordered by reported dollar amount. Verify any possible match through the official state program.
- Accounts
- 72
- Total reported
- $208,927
- Largest account
- $32,685.57
Distribution of shown amounts
Dollar ranges for the 69 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 100 records for this group, highest reported amount first.
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Berreitter, Pieris Maida
2269 Chestnut Street, San Francisco, CA, 94123
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$32,685.57
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Carlile, Thomas N
1350 Avenue Of The Americas, Moraga, CA, 94556
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$20,806.57
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E, Trade Securities Cust
A C 10951 White Rock Road, Rncho Cordova, CA, 95670
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Flohre, William A
Mutual fund shares
$19,828.95
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Flohre, William A
A C 10951 White Rock Road, Rncho Cordova, CA, 95670
Held by Ultimus Fund Solutions LLC
Co-owner on this record: E, Trade Securities Cust
Mutual fund shares
$19,828.95
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McCarthy, William G JR
12405 Weddington Street 12, Valley Village, CA, 91607
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$13,974.55
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Bush, Martha M
2400 Alpine Boulevard Spc 31, Alpine, CA, 91901
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$7,628.24
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Watamara, Haru June
14105 Pine Street, Walnut Grove, CA, 95690
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$7,389.12
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Berreitter, Pieris Maida
2269 Chestnut Street, San Francisco, CA, 94123
Held by Ultimus Fund Solutions LLC
Roth IRA - Mutual funds
$7,199.15
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Kimball, Julie E
1517 16th Street, Santa Monica, CA, 90404
Held by Ultimus Fund Solutions LLC
Roth IRA - Mutual funds
$7,175.07
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Leban, Marjorie Z
975 Wood Land Parkway 343, San Marcos, CA, 92069
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$7,153.59
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Townsend, Nicholas R
724 South Berendo Street Apt 1C, Los Angeles, CA, 90005
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$6,254.07
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Trst Louis M Berger Testamentary Trust
16633 Ventura Boulevard 540, Encino, CA, 91436
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Hatcher, Blanche, Palty, Joseph
Mutual fund shares
$5,167.94
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Hatcher, Blanche
16633 Ventura Boulevard 540, Encino, CA, 91436
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Palty, Joseph, Trst Louis M Berger Testamentary Trust
Mutual fund shares
$5,167.94
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Palty, Joseph
16633 Ventura Boulevard 540, Encino, CA, 91436
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Hatcher, Blanche, Trst Louis M Berger Testamentary Trust
Mutual fund shares
$5,167.94
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Smith, Craig L
752 Split Rock Lane Apt 227, Oak Park, CA, 91377
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$3,471.68
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Hunter, Gloria Iliana
2010 Lyon Street, San Francisco, CA, 94115
Held by Ultimus Fund Solutions LLC
Roth IRA - Mutual funds
$3,133.27
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Dean, Arthur
114 Sage, Lake Jackson, TX, 77566
Held by Ultimus Fund Solutions LLC
Securities-related credit balance (SC20) · Reported 2014
$2,786.62
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Bush, Martha M
2400 Alpine Boulevard Spc 31, Alpine, CA, 91901
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$2,774.50
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Bush, Martha M
2400 Alpine Boulevard Spc 31, Alpine, CA, 91901
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$2,738.91
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Kaplan, David Rick
PO Box 1355, Sausalito, CA, 94966
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Kaplan, Harry
Mutual fund shares
$2,458.69
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Kaplan, Harry
PO Box 1355, Sausalito, CA, 94966
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Kaplan, David Rick
Mutual fund shares
$2,458.69
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Lau, Jeanne
1547 Larkin Street, San Francisco, CA, 94109
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Lau, Frances
Mutual fund shares
$2,218.07
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Lau, Frances
1547 Larkin Street, San Francisco, CA, 94109
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Lau, Jeanne
Mutual fund shares
$2,218.07
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Hilts, Monica Lynn
18 Peony Way, Trabuco Cyn, CA, 92679
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$2,198.28
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Hudson, Eugene C
7507 Lindley Avenue, Northridge, CA, 91326
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$1,973.27
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Crilly Family Trust
3064 Via Serena South Unit A, Laguna Woods, CA, 92653
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Crilly, Donald, Crilly, Travis
Mutual fund shares
$1,930.94
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Crilly, Donald
3064 Via Serena South Unit A, Laguna Woods, CA, 92653
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Crilly Family Trust, Crilly, Travis
Mutual fund shares
$1,930.94
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Crilly, Travis
3064 Via Serena South Unit A, Laguna Woods, CA, 92653
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Crilly, Donald, Crilly Family Trust
Mutual fund shares
$1,930.94
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Louie, Ben
43 Everson Street, San Francisco, CA, 94131
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Louie, Way Bing
Mutual fund shares
$1,621.41
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Louie, Way Bing
43 Everson Street, San Francisco, CA, 94131
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Louie, Ben
Mutual fund shares
$1,621.41
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Silberman, Harvey A
263 Lamont Drive, Los Angeles, CA, 90042
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$683.95
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Demain, Sanford R
10553 Remmet Avenue, Chatsworth, CA, 91311
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$602.34
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Lamb, Kristie L
6936 Crows Landing Road Apt B, Ceres, CA, 95307
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$552.51
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McCaleb, Amanda
PO Box 331287, Corp Christi, TX, 78463
Held by Ultimus Fund Solutions LLC
Co-owner on this record: McCaleb, Carter Pamela
Mutual fund shares (SC16) · Reported 2021
$446.21
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McCaleb, Carter Pamela
PO Box 331287, Corp Christi, TX, 78463
Held by Ultimus Fund Solutions LLC
Co-owner on this record: McCaleb, Amanda
Mutual fund shares (SC16) · Reported 2021
$446.21
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Demain, Sanford R
10553 Remmet Avenue, Chatsworth, CA, 91311
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$355.12
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McDonald, Richard L
360 Camino De Teodoro, Walnut, CA, 91789
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$322.85
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Shier, Jake D
2303 Bagley Avenue, Los Angeles, CA, 90034
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Shier, Linda S
Mutual fund shares
$258.70
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Shier, Linda S
2303 Bagley Avenue, Los Angeles, CA, 90034
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Shier, Jake D
Mutual fund shares
$258.70
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McDonald, Richard L
360 Camino De Teodoro, Walnut, CA, 91789
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$254.77
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Bolton, Penny S
1470 Jamboree Road 102, Newport Beach, CA, 92660
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$191.65
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Milan, Imelda
??
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Page, Toby
Mutual fund shares (SC16) · Reported 2021
$181.21
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Page, Toby
303 Duke Street, Garland, TX, 75043
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Milan, Imelda
Mutual fund shares (SC16) · Reported 2021
$181.21
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Begun, Jeffrey S
PO Box 421202, Los Angeles, CA, 90042
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$180.99
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Burstiner, Roy
PO Box 82614, San Diego, CA, 92138
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$168.90
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Demain, Sanford R
10553 Remmet Avenue, Chatsworth, CA, 91311
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$148.27
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Bakner, Darwin
#### Garland Road Apt ####, Dallas, TX, 75218
Held by Ultimus Fund Solutions LLC
Roth IRA — mutual funds (IR06) · Reported 2021
$102.05
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Agarwal, Tarun
#### Bozeman Drive Apt ####, Plano, TX, 75024
Held by Ultimus Fund Solutions LLC
Mutual fund shares (SC16) · Reported 2022
$90.35
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Gooch, Stephen T
PO Box 262, Angelus Oaks, CA, 92305
Held by Ultimus Fund Solutions LLC
Traditional IRA - Mutual funds
$90.33
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Schwab Charles FBO Pamela A Bilal Char
101 Montgomery Street Suite 200, San Francisco, CA, 94104
Held by Ultimus Fund Solutions LLC
Dividends
$75.35
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Matthews, Danny
#### South Interstate ## East Suite ###, Denton, TX, 76205
Held by Ultimus Fund Solutions LLC
Traditional IRA — mutual funds (IR02) · Reported 2021
$73.17
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Milan, Imelda
303 Duke Street, Garland, TX, 75043
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Page, Toby
Mutual fund shares (SC16) · Reported 2021
$70.23
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Page, Toby
303 Duke Street, Garland, TX, 75043
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Milan, Imelda
Mutual fund shares (SC16) · Reported 2021
$70.23
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Demain, Sanford R
10553 Remmet Avenue, Chatsworth, CA, 00000
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$70.04
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Rousseau, Melissa P
1000 43rd Street Apt 12, Oakland, CA, 94608
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$65.66
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Ag Edwards & Sons Inc
4250 Foxen Canyon Road, Santa Maria, CA, 93454
Held by Ultimus Fund Solutions LLC
Dividends
$31.14
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Mark C Moreno Trust
407 Sanchez Street Unit #3050, San Francisco, CA, 94114
Held by Ultimus Fund Solutions LLC
Dividends
$31.02
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Waterman, Maxfield
2206A McKinley Avenue, Berkeley, CA, 94703
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$26.02
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Robisch, Marisa Karin
400 Spear Street Apt 117, San Francisco, CA, 94105
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Sheffer, Vincent Edward
Funds for liquidation
$1.32
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Sheffer, Vincent Edward
400 Spear Street Apt 117, San Francisco, CA, 94105
Held by Ultimus Fund Solutions LLC
Co-owner on this record: Robisch, Marisa Karin
Funds for liquidation
$1.32
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Bergener, Donna E
4373 Lorren Drive, Fremont, CA, 94536
Held by Ultimus Fund Solutions LLC
Dividends
$0.38
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Bettylin Music Inc Pension Tr Ua Dtd 2 1
6970 Fernhill Drive, Malibu, CA, 90265
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Lindsey, Betty Jane, Lindsey, Mort
Misc outstanding checks
$0.27
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Lindsey, Mort
6970 Fernhill Drive, Malibu, CA, 90265
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Bettylin Music Inc Pension Tr Ua Dtd 2 1, Lindsey, Betty Jane
Misc outstanding checks
$0.27
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Lindsey, Betty Jane
6970 Fernhill Drive, Malibu, CA, 90265
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Bettylin Music Inc Pension Tr Ua Dtd 2 1, Lindsey, Mort
Misc outstanding checks
$0.27
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Bettylin Music Inc Pension Tr Ua Dtd 2 1
6970 Fernhill Drive, Malibu, CA, 90265
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Lindsey, Betty Jane, Lindsey, Mort
Misc outstanding checks
$0.24
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Lindsey, Mort
6970 Fernhill Drive, Malibu, CA, 90265
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Bettylin Music Inc Pension Tr Ua Dtd 2 1, Lindsey, Betty Jane
Misc outstanding checks
$0.24
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Lindsey, Betty Jane
6970 Fernhill Drive, Malibu, CA, 90265
Held by Ultimus Fund Solutions LLC
Co-owners on this record: Bettylin Music Inc Pension Tr Ua Dtd 2 1, Lindsey, Mort
Misc outstanding checks
$0.24
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Neitz, Joyce P
1430 Willow Lane, Willits, CA, 95490
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$0.13
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Neitz, Joyce P
1430 Willow La, Willits, CA, 95490
Held by Ultimus Fund Solutions LLC
Funds for liquidation
$0.09
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Rhodes, Maya
1009 Street Helena Drive, Leander, TX, 78641
Held by Ultimus Fund Solutions LLC
Mutual fund shares (SC16) · Reported 2014
16.58 SHARES
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Johns, Rafort
#### Forest Lane ####, Dallas, TX, 75243
Held by Ultimus Fund Solutions LLC
Traditional IRA — mutual funds (IR02) · Reported 2021
8.33 SHARES
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Darnall, Julia
### South Fulton Street ####, Dallas, TX, 75214
Held by Ultimus Fund Solutions LLC
Mutual fund shares (SC16) · Reported 2022
144.25 SHARES