Financial Futures
Firm details
- Headquarters
- Brielle, New Jersey
- CRD number
- 128900
- Registered since
- March 29, 2021
- Website
- financial-futures-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.4%
- Individuals17.03%
- Charitable Organizations2.38%
- Pension & Profit Sharing Plans0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Futures LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both high-net-worth individuals and families as well as institutional clients, and positions itself as a capital allocator that selects third-party managers in addition to providing direct portfolio management and financial planning. Advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Compensation comes through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm is not an active ESG investor. Financial Futures was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds8%
- Private Funds5%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Eric Feldman
Founder & CEOCRD 4160844
Contacts
2 of 2
Jorie Johnson
Financial AdvisorCRD 4740931
Felicia Wong
Financial PlannerCRD 7779959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$297M in ETFs
49%
$146M
40%
$151M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $17.7M | 226,624 | 5.97% |
Location
Brielle, NJ
Monmouth
Location
Brielle, NJ
Headquartered in Brielle, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- Pl Executive Ctr Nj70
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Shore Point Advisors, LLC
RIABrielle, NJ
Sea Clear Financial Planning, LLC
RIABrielle, NJ
Byrne Asset Management, LLC
RIAKingston, NJ
Astra Wealth Partners
RIAJersey City, NJ
Kubhera Enterprises LLC
RIAPrinceton, NJ
Certum Group
RIANewark, NJ