Edward
Urquidi
Futura Asset Advisors LLC
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About this Advisor
Edward Urquidi is a financial advisor operating out of Miami, Florida who has 18 years of industry experience. Urquidi works at Futura Asset Advisors LLC. The advisor has gained experience at Insight Securities, Inc and Futura Asset Advisors LLC. Urquidi holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Florida. Futura Asset Advisors LLC is a registered investment firm headquartered in Miami, FL. It oversees $443 million in total assets among its 51 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 51 client accounts, 37% are held by high-net-worth investors who have at least $1 million in investable assets. The firm performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services depend on which services the firm provides the client. However, fees charged by Futura Asset Advisors LLC likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Futura Asset Advisors LLC Brokerage Details
$442,903,118
2
51
$8,684,375
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Edward Urquidi Work History
Edward has been registered as a financial advisor for 18 years.*
Futura Asset Advisors LLC
Insight Securities, Inc
Insight Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Urquidi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Futura Asset Advisors LLC
Miami, FL
Miami, FL
Miami, FL
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