This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2024
- Office Locations
- 1
Office Locations
About Futuremoney RIA
FutureMoney RIA is an SEC-registered digital advisor offering goal-based, fully managed investing for families, couples, and individual investors. The app supports tax-advantaged accounts including 529s, traditional/Roth IRAs, and an exclusive Junior Roth IRA for children, with risk-based diversified portfolios built via index investing and automated dividend reinvestment. Assets are custodied at BNY Mellon | Pershing with SIPC coverage, and accounts can accept gifts from friends and family.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
David Fortin
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President, Senior Director
- CRD
- #7862837
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,622,144 | $46 |
| Non-Discretionary | $0 | -- |
| Total | $1,622,144 | $46 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing