Investment adviser · CRD 107620
FUTURE BENEFITS INC
Investment adviser filing (IA)
CHESHIRE, CT, United States · Form ADV filed Jan 23, 2019
- Regulatory AUM
- $738M Form ADV · Item 5.F
- Client accounts
- 486 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 73 | $347,070,803 | 47.1% |
| Individuals | 403 | $290,663,748 | 39.4% |
| High-net-worth individuals | 5 | $92,779,262 | 12.6% |
| Charities | 5 | $7,120,901 | 1.0% |
Filing source
Form ADV 1266865 · Jan 23, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 23, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1781 HIGHLAND AVENUE, SUITE 205CHESHIRE, CT, 06410, United States
CRD 107620
Filing source
Form ADV 1266865 · Jan 23, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.