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Future Perfect Planning, LLC

● SEC registered since 2024CRD 173765SEC# 801-130233
Export (members)
Reg. AUM
$44.5M
Employees
1
Accounts
121
Location
—

Future Perfect Planning, LLC assets under management

Future Perfect Planning, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $44.5 million in regulatory assets under management and employs 1 people.
www.futureperfect.nycView on SEC.gov ↗

Future Perfect Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Cristina Margherita Guglielmetti ControlPresident & Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Future Perfect Planning, LLC manage?

Future Perfect Planning, LLC reports $44.5 million in regulatory assets under management on its Form ADV.

How many employees does Future Perfect Planning, LLC have?

Future Perfect Planning, LLC reports 1 employees.

Does Future Perfect Planning, LLC disclose fund performance?

Future Perfect Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone646-543-8065
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$44.5M
Non-discretionary$0
Total (RAUM)$44.5M