Future Financial Wealth Management Group, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 291484
- Registered since
- January 2, 2018
- Website
- future-financial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.53%
- Individuals24.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Future Financial Wealth Management Group, LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2018 and owned by an individual principal. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee structure includes percentage‑of‑AUM billing alongside hourly and fixed fees. In addition to advisory services, the firm operates as a registered representative of a broker‑dealer and as an insurance broker, which suggests it can offer brokerage and insurance solutions alongside its advisory programs. The firm does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities31%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
1 of 1
Dennis Marinich
President and Chief Compliance OfficerCRD 2940858
Contacts
1 of 1
Dennis Marinich
Vice President, Founding MemberCRD 1010011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$246M in ETFs
66%
$161M
31%
$84.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $17.7M | 62,283 | 7.22% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 7817 Cooper Rd
- Time zone
- ET (UTC-5)
- Office locations
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