Financial Futures
Firm details
- Headquarters
- Brielle, New Jersey
- CRD number
- 128900
- Registered since
- March 29, 2021
- Website
- financial-futures-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.4%
- Individuals17.03%
- Charitable Organizations2.38%
- Pension & Profit Sharing Plans0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Futures LLC is an independent registered investment adviser that operates as a limited liability company and is registered with the SEC (registered in 2021). The firm is owner-operated and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Financial Futures received recognition on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities83%
- Public Funds/Mutual Funds8%
- Private Funds5%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Eric Feldman
Founder & CEOCRD 4160844
Contacts
2 of 2
Jorie Johnson
Financial AdvisorCRD 4740931
Felicia Wong
Financial PlannerCRD 7779959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$297M in ETFs
49%
$146M
40%
$151M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $17.7M | 226,624 | 5.97% |
Location
Brielle, NJ
Monmouth
Location
Brielle, NJ
Headquartered in Brielle, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- Pl Executive Ctr Nj70
- Time zone
- ET (UTC-5)
- Office locations
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