Overview
Assets Under Management: $688 million
Headquarters: CHESHIRE, CT
High-Net-Worth Clients: 5
Average Client Assets: $16.7 million
Frequently Asked Questions
FUTURE BENEFITS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107620), FUTURE BENEFITS INC is subject to fiduciary duty under federal law.
FUTURE BENEFITS INC is headquartered in CHESHIRE, CT.
FUTURE BENEFITS INC serves 5 high-net-worth clients according to their SEC filing dated February 14, 2018. View client details ↓
According to their SEC Form ADV, FUTURE BENEFITS INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FUTURE BENEFITS INC manages $688 million in client assets according to their SEC filing dated February 14, 2018.
According to their SEC Form ADV, FUTURE BENEFITS INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.18%
Average Client Assets: $16.7 million
Total Client Accounts: 487
Non-Discretionary Accounts: 487
Regulatory Filings
CRD Number: 107620
Filing ID: 1175464
Last Filing Date: 2018-02-14 14:50:00