PPrivate Fund Data Log in Join · $37/mo

Future Financial Wealth Management Group, LLC

● SEC registered since 2018CRD 291484SEC# 801-112274Cincinnati, OH
Export (members)
Reg. AUM
$184.5M
Employees
3
Accounts
690
Location
Cincinnati, OH

Future Financial Wealth Management Group, LLC assets under management

Future Financial Wealth Management Group, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2018. It reports $184.5 million in regulatory assets under management and employs 3 people.
www.future-financial.netView on SEC.gov ↗

Future Financial Wealth Management Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dennis Paul Marinich ControlManaging Member And Cco50-75%2016
Dennis Paul Marinich ControlManaging Member50-75%2016

Frequently asked questions

How much does Future Financial Wealth Management Group, LLC manage?

Future Financial Wealth Management Group, LLC reports $184.5 million in regulatory assets under management on its Form ADV.

How many employees does Future Financial Wealth Management Group, LLC have?

Future Financial Wealth Management Group, LLC reports 3 employees.

Where is Future Financial Wealth Management Group, LLC located?

Future Financial Wealth Management Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2018.

Does Future Financial Wealth Management Group, LLC disclose fund performance?

Future Financial Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7817 Cooper Road,, Suite D, Cincinnati, OH 45242
Phone513-817-3131
Fax513-817-3134
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$184.5M
Non-discretionary$0
Total (RAUM)$184.5M