Overview
Assets Under Management: $649 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 119
Average Client Assets: $1.9 million
Frequently Asked Questions
FUTUREADVISOR, 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 #154604), FUTUREADVISOR, INC. is subject to fiduciary duty under federal law.
FUTUREADVISOR, INC. is headquartered in SAN FRANCISCO, CA.
FUTUREADVISOR, INC. serves 119 high-net-worth clients according to their SEC filing dated June 08, 2023. View client details ↓
According to their SEC Form ADV, FUTUREADVISOR, INC. offers portfolio management for individuals. View all service details ↓
FUTUREADVISOR, INC. manages $649 million in client assets according to their SEC filing dated June 08, 2023.
According to their SEC Form ADV, FUTUREADVISOR, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.52%
Average Client Assets: $1.9 million
Total Client Accounts: 5,011
Discretionary Accounts: 5,011
Regulatory Filings
CRD Number: 154604
Filing ID: 1746991
Last Filing Date: 2023-06-08 18:17:00