FUTURA ASSET ADVISORS LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 136285
- Registered since
- August 31, 2015
- Custodians
- VALLEY FINANCIAL MANAGEMENT, INC., MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.61%
- Insurance Companies23.25%
- Corporations / Businesses18.87%
- Individuals0.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Futura Asset Advisors LLC is a small, SEC-registered advisory firm organized as an LLC and in operation since 2015. The firm serves both high-net-worth individuals and institutional clients, focusing on portfolio management for individuals and small businesses. Its fee mix includes percentage-of-AUM charges as well as fixed fees. Futura does not identify as an ESG-focused manager and is not registered as a multi-state adviser; it functions primarily as an advisory practice rather than as a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds52%
- US Government Bonds20%
- Exchange Traded Equities14%
- Investment Grade Corp Bonds4%
- Private Funds4%
Contacts
1 of 1EDWARD URQUIDI
PresidentCRD 2172307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2121 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
RIACORAL GABLES, FL
SHAW FINANCIAL SOLUTIONS LLC
RIACORAL GABLES, FL
NORTHEAST CAPITAL MANAGEMENT, INC.
RIACORAL GABLES, FL
ADVANTAGE INVESTING, INC.
RIACORAL GABLES, FL
GENESIS WEALTH MANAGEMENT, INC.
RIACORAL GABLES, FL
EBER CAPITAL MANAGEMENT
RIACORAL GABLES, FL