FUTURE BENEFITS INC
CRD #107620 SEC #801-44801 CHESHIRE, CT 203-272-4745
SEC Registered
Total AUM
$737.6M
Discretionary
$0
Employees
4
Clients
1
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2019 | $737.6M | $0 | $737.6M | 4 | 0 |
| Feb 2018 | $687.5M | $0 | $687.5M | 4 | 0 |
| Jan 2017 | $612.3M | $0 | $612.3M | 4 | 500 |
| Jan 2016 | $557.7M | $0 | $557.7M | 4 | 400 |
| Mar 2015 | $559M | $0 | $559M | 5 | 400 |
| Feb 2015 | $559M | $0 | $559M | 5 | 400 |
| Mar 2014 | $523.5M | $0 | $523.5M | 5 | 500 |
| Feb 2014 | $523.5M | $0 | $523.5M | 5 | 500 |
| Feb 2013 | $461.9M | $0 | $461.9M | 5 | 900 |
| Feb 2012 | $433.2M | $0 | $433.2M | 1 | 872 |
| Feb 2011 | $425M | $0 | $425M | 5 | -- |
| Jan 2008 | $358.5M | $0 | $358.5M | 5 | -- |
| Jan 2008 | $358.5M | $0 | $358.5M | 5 | -- |
| Feb 2007 | $315M | $0 | $315M | 5 | -- |
| Jan 2006 | $256.4M | $0 | $256.4M | 5 | -- |
| Sep 2005 | $214.1M | $1M | $213.1M | 5 | -- |
| Feb 2005 | $214.1M | $1M | $213.1M | 5 | -- |
| Apr 2002 | $134.6M | $59.8M | $74.8M | 5 | -- |
DateJan 2019
Total AUM$737.6M
Discretionary$0
Non-Disc.$737.6M
Employees4
Clients0
DateFeb 2018
Total AUM$687.5M
Discretionary$0
Non-Disc.$687.5M
Employees4
Clients0
DateJan 2017
Total AUM$612.3M
Discretionary$0
Non-Disc.$612.3M
Employees4
Clients500
DateJan 2016
Total AUM$557.7M
Discretionary$0
Non-Disc.$557.7M
Employees4
Clients400
DateMar 2015
Total AUM$559M
Discretionary$0
Non-Disc.$559M
Employees5
Clients400
DateFeb 2015
Total AUM$559M
Discretionary$0
Non-Disc.$559M
Employees5
Clients400
DateMar 2014
Total AUM$523.5M
Discretionary$0
Non-Disc.$523.5M
Employees5
Clients500
DateFeb 2014
Total AUM$523.5M
Discretionary$0
Non-Disc.$523.5M
Employees5
Clients500
DateFeb 2013
Total AUM$461.9M
Discretionary$0
Non-Disc.$461.9M
Employees5
Clients900
DateFeb 2012
Total AUM$433.2M
Discretionary$0
Non-Disc.$433.2M
Employees1
Clients872
DateFeb 2011
Total AUM$425M
Discretionary$0
Non-Disc.$425M
Employees5
Clients--
DateJan 2008
Total AUM$358.5M
Discretionary$0
Non-Disc.$358.5M
Employees5
Clients--
DateJan 2008
Total AUM$358.5M
Discretionary$0
Non-Disc.$358.5M
Employees5
Clients--
DateFeb 2007
Total AUM$315M
Discretionary$0
Non-Disc.$315M
Employees5
Clients--
DateJan 2006
Total AUM$256.4M
Discretionary$0
Non-Disc.$256.4M
Employees5
Clients--
DateSep 2005
Total AUM$214.1M
Discretionary$1M
Non-Disc.$213.1M
Employees5
Clients--
DateFeb 2005
Total AUM$214.1M
Discretionary$1M
Non-Disc.$213.1M
Employees5
Clients--
DateApr 2002
Total AUM$134.6M
Discretionary$59.8M
Non-Disc.$74.8M
Employees5
Clients--