FUTUREADVISOR, INC.
CRD #154604 SEC #801-71929 SAN FRANCISCO, CA 8009757199
SEC Registered
Total AUM
$648.9M
Discretionary
$648.9M
Employees
20
Clients
--
Accounts
5,011
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $648.9M | $648.9M | $0 | 20 | 0 |
| Mar 2023 | $648.9M | $648.9M | $0 | 20 | 0 |
| Apr 2022 | $1.8B | $1.8B | $0 | 35 | 0 |
| Mar 2022 | $1.8B | $1.8B | $0 | 35 | 0 |
| May 2021 | $1.7B | $1.7B | $0 | 55 | 0 |
| May 2021 | $1.7B | $1.7B | $0 | 55 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 55 | 0 |
| Oct 2020 | $1.1B | $1.1B | $0 | 89 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 89 | 0 |
| Jun 2020 | $1.1B | $1.1B | $0 | 89 | 0 |
| May 2020 | $1.1B | $1.1B | $0 | 89 | 0 |
| Mar 2020 | $1.1B | $1.1B | $0 | 89 | 0 |
| Sep 2019 | $1.2B | $1.2B | $0 | 124 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 124 | 0 |
| Oct 2018 | $1.2B | $1.2B | $0 | 120 | 0 |
| Sep 2018 | $1.2B | $1.2B | $0 | 120 | 0 |
| Sep 2018 | $1.2B | $1.2B | $0 | 120 | 0 |
| Jul 2018 | $1.2B | $1.2B | $0 | 120 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 120 | 8,587 |
| Sep 2017 | $1.1B | $1.1B | $0 | 130 | 7,200 |
| Sep 2017 | $1.1B | $1.1B | $0 | 130 | 7,200 |
| Feb 2017 | $969.2M | $969.2M | $0 | 100 | 6,300 |
| Sep 2016 | $969.2M | $969.2M | $0 | 100 | 6,300 |
| Mar 2016 | $808.2M | $808.2M | $0 | 70 | 5,846 |
| Oct 2015 | $694.6M | $694.6M | $0 | 50 | 5,900 |
| Sep 2015 | $688.5M | $688.5M | $0 | 50 | 5,500 |
| Sep 2014 | $232.1M | $232.1M | $0 | 35 | 1,700 |
| May 2014 | $118.1M | $118.1M | $0 | 18 | 800 |
| Sep 2013 | $13.4M | $13.4M | $0 | 14 | 100 |
| Aug 2013 | $5.5M | $5.5M | $0 | 14 | 26 |
| Feb 2013 | $0 | $0 | $0 | 8 | 0 |
| Sep 2012 | $0 | $0 | $0 | 1 | 0 |
DateJun 2023
Total AUM$648.9M
Discretionary$648.9M
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$648.9M
Discretionary$648.9M
Non-Disc.$0
Employees20
Clients0
DateApr 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees35
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees35
Clients0
DateMay 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees55
Clients0
DateMay 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees55
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees55
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees89
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees89
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees89
Clients0
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees89
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees89
Clients0
DateSep 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees124
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees124
Clients0
DateOct 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees120
Clients0
DateSep 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees120
Clients0
DateSep 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees120
Clients0
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees120
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees120
Clients8,587
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees130
Clients7,200
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees130
Clients7,200
DateFeb 2017
Total AUM$969.2M
Discretionary$969.2M
Non-Disc.$0
Employees100
Clients6,300
DateSep 2016
Total AUM$969.2M
Discretionary$969.2M
Non-Disc.$0
Employees100
Clients6,300
DateMar 2016
Total AUM$808.2M
Discretionary$808.2M
Non-Disc.$0
Employees70
Clients5,846
DateOct 2015
Total AUM$694.6M
Discretionary$694.6M
Non-Disc.$0
Employees50
Clients5,900
DateSep 2015
Total AUM$688.5M
Discretionary$688.5M
Non-Disc.$0
Employees50
Clients5,500
DateSep 2014
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$0
Employees35
Clients1,700
DateMay 2014
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees18
Clients800
DateSep 2013
Total AUM$13.4M
Discretionary$13.4M
Non-Disc.$0
Employees14
Clients100
DateAug 2013
Total AUM$5.5M
Discretionary$5.5M
Non-Disc.$0
Employees14
Clients26
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0