Future U Financial provides financial planning and consulting services to individuals and high-net-worth individuals. Future U tailors its services to each client's needs and may use model allocations. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, and exchange traded funds.
Assets Under Management$45M
Clients46
Advisors1
Avg. per Client$980K
Avg. per Advisor$45M
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