1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FUTURE FINANCES INC

Map pinCOLUMBUS, OH
Phone614-888-7526
NotebookSEC #801-16781
Total AUM
$304.6M
Employees
4
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 NORTHWOODS BLVD. STE "B"
COLUMBUS
OH 43235
United States
Operating Hours
8AM -5PM
Monday - Friday
Phone
614-888-7526

ReceiptFinancials

Total AUM
$304.6M
Accounts
691
Discretionary
$304.6M
Accounts
691
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
91
AUM
$56.2M
HNW Individual Clients
197
AUM
$248.5M
Banking Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account