Future Path Financial Planning
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$153K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336296
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Future Path Financial Planning is an independent, individual-owned RIA organized as an LLC that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third-party advisers on clients’ behalf. It operates under a mix of fee arrangements, including percentage-of-AUM billing, subscription and fixed fees, and other fee structures. The firm is state-registered in Florida and Louisiana and identifies itself as a capital allocator.
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 Equities85%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations