Future Bright
Firm details
- Headquarters
- ,
- CRD number
- 177521
- Website
- futurebright4u.com
- Custodians
- CHARLES SCHWAB & CO., INC., ADP RETIREMENT PLAN SERVICES, AMERICAN TRUST CUSTODY
- Fee structure
- Percentage of AUM
- Client types
- Individuals46.82%
- Pension & Profit Sharing Plans39.3%
- HNWI13.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Future Bright is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm does not identify as an active ESG investor.
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 Funds69%
- Exchange Traded Equities20%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
- Private Funds2%
Contacts
3 of 6Ross Almlie
Owner, Financial AdvisorCRD 2639006
Shannon Burnell
OwnerCRD 6570668
Daunte Leiran
Financial AdvisorCRD 8150445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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