$270.5M Total AUM
$270.5M Disc. AUM
-- 3Y CAGR
5 Employees
216 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- FocusHarbor +more
- Established Date
- 01-27-2004
- Office Locations
- 2
Office Locations
River Place Executive Center 1027 NJ-70, Suite 201 Brielle NJ
-- Wall Township NJ
About Financial Futures
Financial Futures is a Brielle, NJ–based RIA providing fiduciary financial planning and ongoing portfolio management with a strong emphasis on tax planning. The firm focuses on self-employed clients, freelancers, and small business owners, advising on cash-flow optimization, retirement plan choices (SEP IRA vs. Solo 401(k)), and business succession planning. Portfolios are primarily implemented with ETFs, with Schwab among reported custodians.
Team overview
-- AVG AGE
$67.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
22yrs Firm Age
Insights
See the complete signal summary connected to vector zenith.
Unlock to compare peer behavior around pathway beacon.
Full visibility includes strategy notes for quantum summit glacier.
Full visibility includes strategy notes for atlas atlas bridge.
Upgrade to reveal position-level detail across harbor element.
Premium access reveals conviction themes in radial meridian bridge.
See the complete signal summary connected to matrix signal.
Premium access reveals conviction themes in momentum meridian.
Asset Classes
Beacon Vertex pioneer Catalyst ridge Optima legacy Pathway Signal Ember
Client Personas
Oak Peak Catalyst
Custodian
Catalyst Zenith Timber capital Alpha Zenith radial Harbor
Investment Themes
Vital Horizon
Investment Vehicles
Bridge
Services
Horizon north Vertex peak Crest Summit Foundation Vertex vector Horizon delta Value Alpha Vector wave Unison summit Meridian
Technology
Crest Peak bridge Foundation
Owner & Executives
JORIE BARNETT JOHNSON
Chief Compliance Officer, President
- CRD
- #4740931
- Ownership
- 75% or more
(883) 238-3149
legacy.element@atlascapital.com
in linkedin.com/in/vertex-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
E
ERIC TODD FELDMAN
Certified Financial Planner
- CRD
- #4160844
(853) 535-2239
summit.glacier@eaglecapital.com
in linkedin.com/in/ember-peak
K
KAYE LOUISE FISKE
Branch Manager
- CRD
- #1103299
(608) 389-9478
legacy.bridge@eaglecapital.com
in linkedin.com/in/ember-legacy
P
Pathway element
Focus prime
- CRD
- #88334
(367) 507-6679
frontier.meridian@fusioncapital.com
in linkedin.com/in/insight-pathway
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,479,000 | $356,362 |
| Non-Discretionary | $0 | -- |
| Total | $270,479,000 | $356,362 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $270,479,000
Equity - Exchange:
9.5% Public Funds:
23.7% Private Funds:
22.5% Cash:
12.7% Corporate - Investment Grade:
18.5% Municipal Bonds:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $423,336,087 | 9.5% |
| Public Funds | $1,056,112,132 | 23.7% |
| Private Funds | $1,002,638,100 | 22.5% |
| Cash | $565,933,505 | 12.7% |
| Corporate - Investment Grade | $824,391,327 | 18.5% |
| Municipal Bonds | $583,758,183 | 13.1% |
| Total | $4,456,169,334 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS BEACON | SUMMIT QUANTUM | CZWA4EJTL | SUC | 5.58% | $47,950,812 |
| ZENITH ALPHA | QUANTUM VECTOR | CP1XF167I | TINPW | 0.93% | $105,843,556 |
| UNISON FUSION GLACIER | CATALYST BEACON | YU7JCKJVW | DLB | 7.90% | $98,746,547 |
| VITAL PATHWAY GLACIER | FOCUS GLACIER | 7QG37CTU7 | OQKO | 4.94% | $102,417,862 |
| WAVE HORIZON | ELEMENT VECTOR | ADGWT2E5E | OVCUD | 11.83% | $2,567,054 |
| PATHWAY SUMMIT | QUANTUM MERIDIAN | 2DAC7NELP | SHF | 11.69% | $6,199,079 |
| ALPHA NORTH VALUE | VECTOR FRONTIER | ZV8JFN42S | DRRG | 10.85% | $48,823,144 |
| PRIME BRIDGE | ATLAS WAVE | 45JSKG4FM | HIKX | 8.65% | $13,916,683 |