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- Custodian
- ADP · Charles Schwab & Company · MID Atlantic · TD Ameritrade · UBS
- Clients
- Retail and Institutional
- Platforms
- HorizonNorth bridge +more
- Established Date
- 04-16-2015
- Office Locations
- 3
Office Locations
About Future Bright
Future Bright, LLC is a financial advisory firm focused on helping households pursue inflation-adjusted, long-term goals through disciplined financial planning and portfolio construction. The firm emphasizes tracking a “personal CPI” to set risk tolerance and targets, and looks to diversify with non-correlated assets (e.g., real estate/REITs, commodities, private equity) when appropriate, including for accredited investors. Clients can access accounts via a Schwab client portal.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROSS DAVID ALMLIE
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2639006
- Ownership
- 25% but less than 50%
SHANNON WOODY BURNELL
--
- CRD
- --
- Ownership
- 25% but less than 50%
Harbor element
Focus horizon legacy
- CRD
- #26592
- Ownership
- 47.9%
Showing 2 of 4 owners & executives
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Meagan Dee Gelinske
Owner
- CRD
- #7493281
Daunte Leiran
--
- CRD
- #8150445
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,620,275 | -- |
| Non-Discretionary | $0 | -- |
| Total | $120,620,275 | -- |
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Separately Managed Accounts
Total SMA Asset: $120,620,275
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,329,130,770 | 15.8% |
| Equity - Exchange | $2,153,528,337 | 25.6% |
| Cash | $950,580,867 | 11.3% |
| Corporate - Investment Grade | $1,278,657,450 | 15.2% |
| Private Funds | $1,884,337,295 | 22.4% |
| U.S. Government/Agency | $815,985,346 | 9.7% |
| Total | $8,412,220,065 | 100.0% |