Future Finances Inc (Columbus)

Name: Future Finances Inc
Address: 100 Northwoods Blvd. Ste "B", Columbus, OH, 43235
Telephone: 614-888-7526

Future Finances Inc is a large advisory firm based in Columbus. It manages $153.6 million of regulatory assets for 540 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Ohio, and Texas.

Future Finances provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm also engages as introducing broker.

Future Finances: assets under management

The assets under management (AUM) of Future Finances Inc is $153.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $153.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $284.44 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 75% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 14% of the firm’s portfolio. Investments in investment grade corporate bonds form 7% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Future Finances Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Max Theisen Larsen serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Max Theisen Larsen is high net worth individuals with 130 clients and $117.17 million of assets under management. Among the 10 most similar advisory firms, Future Finances has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $153.6 million for 217 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Future Finances doesn't advise any private funds.

Careers at Future Finances Inc

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Max Theisen Larsen has been acting as President since 1 Aug 1991. Bradley Allen Huffman joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Max Theisen Larsen	President/chief compliance officer	1 Aug 1991	75% - 100%	1406283
Bradley Allen Huffman	Vice president	1 Jan 2005	Other	3005202

Based in Columbus

The principal office where Future Finances Inc performs its advisory services is located at 100 Northwoods Blvd. Ste "B", Columbus, OH 43235, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-888-7526 or by fax 614-888-5466. The normal business hours are 8am -5pm on Monday - Friday. You can find more information about the New York firm at futurefinances.com.