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FUTUREADVISOR, INC.
FUTUREADVISOR, INC.
SAN FRANCISCO, California
·
12 registered advisors
·
CRD# 154604
SEC# 801-71929
0
8009757199
01
Firm Overview
AUM
$649M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at FUTUREADVISOR, INC.
12 registered advisors
Adam Jay Mizock
SAN FRANCISCO, California
CRD# 6606543
Bo Nmn Lu
SAN FRANCISCO, California
CRD# 5838177
Dervilla Anne Lannon
SAN FRANCISCO, California
CRD# 7175333
Jon Changzheng Xu
SAN FRANCISCO, California
CRD# 5838361
Joseph Allen Chalom
SAN FRANCISCO, California
CRD# 6861782
Joud Abdel Majeid
SAN FRANCISCO, California
CRD# 6178838
Kameron Michael Rezai
SAN FRANCISCO, California
CRD# 2908800
Mary-Catherine Lader
SAN FRANCISCO, California
CRD# 5368850
Nishith Ajitsaria
SAN FRANCISCO, California
CRD# 7092137
Robert William Fairbairn
SAN FRANCISCO, California
CRD# 4992372
Simon Moore
SAN FRANCISCO, California
CRD# 6340599
Venugopal Krishnamurthy
SAN FRANCISCO, California
CRD# 5898290
05
Office Locations
SAN FRANCISCO, California
12 advisors
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Data sourced from SEC Form ADV filings. FUTUREADVISOR, INC. (CRD# 154604) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.