Future Proof Consulting Group LLC

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
White Plains, New York
CRD number
343853
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Future Proof Consulting Group LLC is a limited liability company that provides fee-for-service financial planning and runs educational seminars and workshops. Its client billing is structured around hourly charges and fixed fees rather than asset-based or percentage-of-assets arrangements. Public data classifies the firm as unclassified; it does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The firm also does not identify as a pension consultant or a related adviser.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Andrew Gold

    Andrew Gold

    Managing Member and Investment AdvisorCRD 1100341

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

White Plains, NY

Westchester

Location

White Plains, NY

Headquartered in White Plains, NY, 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
Westchester
Address
75 S Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth