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 registered investment adviser formed in 2018 and organized as an LLC. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It operates with multiple fee arrangements — percentage of assets under management, hourly fees, and fixed fees — and maintains broker-dealer registration and insurance brokerage activity alongside its advisory practice. The adviser does not present itself as a capital allocator, is not positioned as an ESG-focused manager, and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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 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 55Active vs passive
$123M in ETFs
66%
$80.8M
31%
$42.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $17.7M | 62,283 | 14.43% |
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
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