Futureproof Finances LLC
Futureproof Finances LLC (CRD# 168813) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $9,171,784 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$327,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Roy Rosner (CRD# 6238694) is an Investment Advisor Representative working at Futureproof Finances LLC in West Palm Beach, FL and has over 4 years of experience in the finance industry.