This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HorizonHorizon +more
- Established Date
- 09-29-2023
- Office Locations
- 4
Office Locations
About Just Futures
Just Futures is a people of color-owned, gender-diverse public benefit corporation providing asset management, 401(k)/403(b) retirement plans, and impact fund management for nonprofits and social movement organizations and their workers. The firm uses a fiduciary, data-driven process with positive/negative holdings and manager screens to align portfolios with social justice and a regenerative economy, with a stated goal of 30% movement ownership.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE EDWARD GUERRERO
Chief Compliance Officer, Regional Sales Director
- CRD
- #2606342
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
FRANCISCO A GARCIA
Director
- CRD
- #6325010
ALEXANDER WALTER SAINGCHIN
President
- CRD
- #7621416
Pathway harbor
Momentum pathway peak
- CRD
- #56827
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,761,000 | $193,805 |
| Non-Discretionary | $7,960,000 | $7,960,000 |
| Total | $46,721,000 | $232,443 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $46,721,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,593,097,695 | 30.3% |
| Public Funds | $835,981,959 | 15.9% |
| U.S. Government/Agency | $1,572,066,702 | 29.9% |
| Cash | $1,256,601,811 | 23.9% |
| Total | $5,257,748,167 | 100.0% |