|
⚲
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| Future Finances Inc
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|
|
|---|---|
| CRD # | 105190 |
| SEC # | 801-16781 |
| CIK # | |
| AUM | $304.6 M (2026-04-10) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 614-888-7526 |
| Address | 100 Northwoods Blvd Ste B Columbus, OH 43235 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 56.2 |
| (b) Individuals (high net worth individuals) | 197 | 248.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 304.6 |
| By Discretionary | ||
| Discretionary | 691 | 304.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 691 | 304.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.6 | |
| Total | 691 | 304.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.3 |
|
Old Slip Registered Investment Advisors LLC
✚
|
NY | 0.3 |
|
Total Solutions Enterprise LLC
✚
|
NC | 0.3 |
|
Broadview Wealth Partners LLC
✚
|
CO | 0.3 |
|
Black Cypress Capital Management LLC
✚
|
0.3 | |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 0.3 |
|
Nautilus Advisors LLC
✚
|
CA | 0.3 |
|
Vestment Financial LLC
✚
|
MN | 0.3 |
|
Oakwood Capital Inc
✚
|
MN | 0.3 |
|
Wise Wealth LLC
✚
|
MO | 0.3 |