JUST FUTURES

RIASEC RegisteredEst. 2026
Total AUM
$46.7M
Discretionary
$38.8M
83% of AUM
Avg account
$232K
Accounts
201
Employees
6
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
327226
Registered since
March 20, 2026
Custodians
VESTWELL TRUST COMPANY, CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Pension & Profit Sharing Plans58.97%
  • Charitable Organizations33.94%
  • Individuals7.09%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Just Futures is a multi-state investment adviser organized as a limited liability company and registered with the SEC in 2026. The firm serves individual and family clients as well as institutional accounts, acting as a capital allocator that both manages portfolios and selects third-party managers. Its advisory services include portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are a mix of percentage of AUM, hourly charges and other fee structures. Investment activity is biased toward publicly traded equities, with a stated preference for exchange-traded instruments, but the firm also integrates ESG factors into manager selection and portfolio construction as an active ESG investor. Just Futures positions itself to combine liquid, exchange-traded exposures with selectively allocated alternatives—private placements, real estate, and private credit—sourced through external managers and funds. The mix suggests a core-satellite approach: liquid core exposure supplemented by illiquid alternative allocations for return enhancement and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 28%, US Government Bonds 4%, Cash & Cash Equivalents 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds28%
  • US Government Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Marika Weinstein

    Chief Operating OfficerCRD 7622466

Contacts

3 of 3
  • FRANCISCO GARCIA

    Director of InvestmentsCRD 6325010

  • GEORGE GUERRERO

    PrincipalCRD 2606342

  • ALEXANDER SAINGCHIN

    Co-Founder & PresidentCRD 7621416

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
95 3rd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth