Future Financial Wealth Management Group, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 291484
- Registered since
- January 2, 2018
- Website
- future-financial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.53%
- Individuals24.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Future Financial Wealth Management Group, LLC is an independent RIA organized as an LLC and registered with the SEC in 2018. The firm operates under individual ownership and focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. In addition to advisory services, the firm maintains broker-dealer registration activity and acts as an insurance broker, which can broaden the product set available to clients.
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities31%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
1 of 1
Dennis Marinich
President and Chief Compliance OfficerCRD 2940858
Contacts
1 of 1
Dennis Marinich
Vice President, Founding MemberCRD 1010011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$122M in ETFs
70%
$85.4M
22%
$37M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $19.3M | 63,510 | 15.80% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 7817 Cooper Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FEG Curio Investment Partners, LLC
RIACincinnati, OH
Meyer Capital Management LLC
RIACincinnati, OH
Barnes Dennig Private Wealth Management, LLC
RIACincinnati, OH
Brixey & Meyer Capital LLC
RIACincinnati, OH
Claymore Capital Partners
RIACincinnati, OH
Cintrifuse Capital
RIACincinnati, OH