Future Financial Wealth Management Group, LLC is a large advisory firm based in Cincinnati. It manages $114.76 million of regulatory assets for 464 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, Kentucky, Ohio, and Texas.
Future Financial Wealth Management Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Future Financial Wealth Management Group: assets under management
The assets under management (AUM) of Future Financial Wealth Management Group, LLC is $114.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $114.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.33 thousand each.
Investments
The firm invests in exchange traded securities the most. They account for 65% of the total AUM. The second-largest asset type is investment and business development companies, which make up 26% of the firm’s portfolio. Investments in investment grade corporate bonds form 5% of the total invested assets.
