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FINANCIAL FUTURES
River Place Executive Center
1027 Nj-70, Suite 201
Brielle, New Jersey 08730
Tel: 732-722-7289
About FINANCIAL FUTURES
FINANCIAL FUTURES, formally registered with the SEC as FINANCIAL FUTURES. The firm was established in 03/29/2021. They have over 1 offices throughout the country.
FINANCIAL FUTURES is a Brielle, New Jersey based Financial Planning firm with nearly $195,879,605 assets under management, offering retirement planning & investment advisory services to 636 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128900 |
| SEC# | 801-120637 |
| Assets Managed by Firm | $195,879,605 |
| No. of Clients | 636 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 636 | $195,879,605 |
| Individuals (other than high net worth individuals) | 108 | $49,614,334 |
| High net worth individuals | 59 | $140,366,233 |
| Pension and profit sharing plans | 1 | $359,786 |
| Charitable organizations | 1 | $5,539,252 |
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