Futr Family Management, LLC
Futr Family Management, LLC (CRD# 146542) is a financial advisory firm headquartered in Carlsbad, CA. They manage $4,280,053 in 6 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$713,342
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Futr Family Management, LLC
No Advisor Found.
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