FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
Adviser information for FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 671 | $171.3M |
| Non-Discretionary | 0 | $0 |
| Total | 671 | $171.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 160 | $45.4M |
| HNW Individuals | 47 | $119.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $6.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 171.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WRAP PROGRAM | FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC |
Identifiers
| SEC RIA File Number | 801-112274 |
|---|---|
| SEC ERA File Number | 801-112274 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291484 |
| Legal Entity Identifier | None |
Principal Office
7817 COOPER ROAD,SUITE D
CINCINNATI
OH
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: 513-817-3131, Fax: 513-817-3134
Chief Compliance Officer
DENNIS P MARINICH II
PRESIDENT
7817 COOPER RD.
SUITE D
CINCINNATI
OH
United States
Tel:
513-817-3131
Fax:
53-817-3134
D****@*******************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARINICH, DENNIS, PAUL | Individual | – | MANAGING MEMBER | 04/2016 | 50-75% |
| MARINICH, DENNIS, PAUL | Individual | – | MANAGING MEMBER AND CCO | 04/2016 | 50-75% |