|
⚲
|
| Future Finances Inc
✚
|
|
|---|---|
| CRD # | 105190 |
| SEC # | 801-16781 |
| CIK # | |
| AUM | $209.3 MM (2023-03-01) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 614-888-7526 |
| Address | 100 Northwoods Blvd Ste B Columbus, OH 43235 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 33.1 |
| (b) Individuals (high net worth individuals) | 162 | 176.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 626 | 209.3 |
| By Discretionary | ||
| Discretionary | 626 | 209.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 626 | 209.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.3 | |
| Total | 626 | 209.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mai Inc
✚
|
KY | 0.2 |
|
Integral Investment Advisors Inc
✚
|
CA | 0.2 |
|
American Financial & Tax Strategies Inc
✚
|
NY | 0.2 |
|
Malaga Cove Capital LLC
✚
|
CA | 0.2 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.2 |
|
Wealth Analytics Partners LLC
✚
|
CA | 0.2 |
|
Bluestone Wealth Management LLC
✚
|
NH | 0.2 |
|
Boone Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Brendel Financial Advisors LLC
✚
|
NH | 0.2 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.2 |