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Building 2FUTURE BENEFITS INC

Map pinCHESHIRE, CT
Phone203-272-4745
NotebookSEC #801-44801
Total AUM
$737.6M
Employees
4
Clients
486

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1781 HIGHLAND AVENUE
SUITE 205
CHESHIRE
CT 06410
United States
Operating Hours
7:00AM TO 5:00PM
Monday - Friday
Phone
203-272-4745

ReceiptFinancials

Total AUM
$737.6M
Accounts
486
Discretionary
$0
Accounts
0
Non-Discretionary
$737.6M
Accounts
486

ContactClients

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Individual Clients
403
AUM
$290.7M
HNW Individual Clients
5
AUM
$92.8M
Pension/Profit Sharing Plan Clients
73
AUM
$347.1M
Charitable Organization Clients
5
AUM
$7.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANY

HandshakeAffiliates

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

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