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 is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Financial Futures does not identify as an active ESG investor. The firm received placement 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 & Chief Exceutive OfficerCRD 4160844
Contacts
3 of 3
Jorie Johnson
Financial AdvisorCRD 4740931
Kaye Fiske
AdvisorCRD 1103299
Felicia Wong
Financial PlannerCRD 7779959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$297M in ETFs
51%
$150M
39%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $18.4M | 222,143 | 6.18% |
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