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Building 2FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC

Map pinCINCINNATI, OH
Phone513-817-3131
NotebookSEC #801-112274
Total AUM
$193.4M
Employees
4
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7817 COOPER ROAD,
SUITE D
CINCINNATI
OH 45242
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
513-817-3131
Other Offices
1

ReceiptFinancials

Total AUM
$193.4M
Accounts
595
Discretionary
$193.4M
Accounts
595
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
160
AUM
$47.3M
HNW Individual Clients
58
AUM
$146.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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