Future Perfect Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173765
- Registered since
- May 24, 2024
- Website
- futureperfect.nyc
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Future Perfect Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm provides financial planning and portfolio management to individuals, families and small-business clients, operating on a mix of percentage-of-AUM, hourly and fixed-fee engagements. Its mandate is primarily discretionary portfolio management, and its account base and asset mix point to a client-focused, execution-oriented practice that favors exchange-traded equities as the backbone of portfolios. The adviser is not positioned as an ESG-focused manager, nor does it act as a pension consultant or multi-state capital allocator.
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 Equities70%
- US Government Bonds15%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Cristina Guglielmetti
FounderCRD 2912002
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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