Futura Asset Advisors LLC
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Overview
Futura Asset Advisors LLC is a financial advisor company headquartered in Miami, Florida. Futura Asset Advisors LLC administers $442.9 million in assets under management over 51 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 2 financial advisors. Futura Asset Advisors LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as equities, options and bonds.
Futura Asset Advisors LLC administers the majority of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without needing the client's authorization. The firm also manages three non-discretionary accounts totaling $27.2 million in assets under management. The advisory firm administers roughly $8.7 million for each customer account. An average financial advisor at Futura Asset Advisors LLC oversees about 26 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is at 2121 Ponce De Leon Blvd, Miami, Florida 33134. The firm is permitted to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Futura Asset Advisors LLC by the Numbers
$442.9 million
2
51
$8.7 million
Fee Structure
Fees for financial management usually vary depending on which service is provided. However, fee types billed by the company likely consist of the following fee types: asset-based or fixed. Futura Asset Advisors LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Futura Asset Advisors LLC works with high net worth investors, pooled investment vehicles, insurance companies and corporations. Out of its 51 customers, Futura Asset Advisors LLC's largest client group by number of accounts is corporations, but it also manages money for 18 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 100% of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 36.73%
- Other Individuals - 0%
- Corporations - 63.27%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Futura Asset Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Futura Asset Advisors LLC
Miami, FL
Miami, FL
Miami, FL
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