Futura Asset Advisors LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 136285
- Registered since
- August 31, 2015
- Website
- futuraadvisors.com
- Custodians
- VALLEY FINANCIAL MANAGEMENT, INC., MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.61%
- Insurance Companies23.25%
- Corporations / Businesses18.87%
- Individuals0.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Futura Asset Advisors LLC is an SEC-registered investment adviser formed in 2015 and organized as a limited liability company. The firm serves both individual/family clients and institutional clients, with an advisory focus on portfolio management for individuals and small businesses. Its fees are a mix of percentage-of-assets-under-management and fixed fees. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds52%
- US Government Bonds20%
- Exchange Traded Equities14%
- Investment Grade Corp Bonds4%
- Private Funds4%
Contacts
1 of 1
Edward Urquidi
PresidentCRD 2172307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2121 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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