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FUTURA ASSET ADVISORS LLC

2121 Ponce De Leon Blvd
Suite 405
Coral Gables, Florida 33134
Tel: (305) 774-9906

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About FUTURA ASSET ADVISORS LLC

FUTURA ASSET ADVISORS LLC, formally registered with the SEC as FUTURA ASSET ADVISORS LLC. The firm was established in 08/31/2015. They have over 1 offices throughout the country.

FUTURA ASSET ADVISORS LLC is a Coral Gables, Florida based Financial Planning firm with nearly $310,732,425 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#136285
SEC#801-106591
Assets Managed by Firm$310,732,425
No. of Clients37
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total37$310,732,425
High net worth individuals19$193,993,903
Corporations or other businesses13$54,185,343

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