FUTUREMONEY RIA
FUTUREMONEY RIA, LLC Legal Name
Adviser information for FUTUREMONEY RIA last updated from Form ADV on January 26th, 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 | New Hampshire, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-129583 |
|---|---|
| SEC ERA File Number | 801-129583 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329835 |
| Legal Entity Identifier | None |
Principal Office
500 NORTH COMMERCIAL STREETSUITE 502
MANCHESTER
NH
United States
Monday - Friday, 9AM-5PM ET
Tel: 603-812-0108, Fax: None
Chief Compliance Officer
DAVID FORTIN
INVESTMENT ADVISER REPRESENTATIVE
1400 RUE OTTAWA
APT 218B
MONTREAL
Canada
Tel:
15145821394
D***@*************O
(Full email address available in API data)
Regulatory Contact
PHILIP BARRAR
MANAGING MEMBER
PEMBROKE WAY
11
BEDFORD
NH
United States
P***@*************O
(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 |
|---|---|---|---|---|---|
| Fortin, David | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
| FUTURE MONEY INC. | Domestic Entity | – | PARENT COMPANY | 01/2024 | > 75% |
| Barrar, Philip | Individual | FUTURE MONEY INC. | CEO | 02/2023 | > 75% |