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Building 2FUTURE PERFECT PLANNING, LLC

Map pin
Phone646-543-8065
NotebookSEC #801-130233
Total AUM
$44.5M
Employees
1
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
646-543-8065

ReceiptFinancials

Total AUM
$44.5M
Accounts
121
Discretionary
$44.5M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$44.5M

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
NYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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