Overview
Assets Under Management: $196 million
Headquarters: BRIELLE, NJ
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 636
Discretionary Accounts: 636
Regulatory Filings
CRD Number: 128900
Last Filing Date: 2024-05-10 00:00:00
Website: https://financial-futures-llc.com