FUTUREMONEY RIA
Firm details
- Headquarters
- MANCHESTER, New Hampshire
- CRD number
- 329835
- Registered since
- April 15, 2024
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Futuremoney Ria is a limited liability company that registered with the SEC in 2024 and provides portfolio management services to individuals, families and small businesses. The firm reports operating across multiple states and structures client fees as a mix of asset-based percentage fees and fixed fees. Futuremoney Ria does not identify as an ESG investor, and it does not report acting as a capital allocator, pension consultant, or a related adviser to another firm.
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
- Cash & Cash Equivalents100%
Owners & executives
1 of 1David Fortin
Chief Compliance OfficerCRD 7862837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MANCHESTER, NH
HILLSBOROUGH
Location
MANCHESTER, NH
Headquartered in MANCHESTER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- HILLSBOROUGH
- Address
- 500 North Commercial St
- Time zone
- ET (UTC-5)
- Office locations
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