Unclaimed property directory
Unclaimed property held by Ultimus Fund Solutions LLC
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 50 records shown below, not all accounts in this group.
Accounts sorted by reported amount
Showing up to 50 records for this group, highest reported amount first.
- View possible match →
Berreitter, Pieris Maida
2269 Chestnut Street, San Francisco, CA, 94123
Held by Ultimus Fund Solutions LLC
Mutual fund shares
$32,685.57
- View possible match →
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
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
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
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
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
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
Mutual fund shares
$2,458.69
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Kaplan, Harry
PO Box 1355, Sausalito, CA, 94966
Held by Ultimus Fund Solutions LLC
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
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
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
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
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
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
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
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
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
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
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
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
Mutual fund shares (SC16) · Reported 2021
$181.21
- View possible match →
Page, Toby
303 Duke Street, Garland, TX, 75043
Held by Ultimus Fund Solutions LLC
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
- View possible match →
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