FUTUREMONEY RIA, LLC
Legal name: FUTUREMONEY RIA
CRD #329835 SEC #801-129583 MANCHESTER, NH 603-812-0108
SEC Registered
Total AUM
$462.7K
Discretionary
$462.7K
Employees
5
Clients
0
Accounts
8,174
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Fortin, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Fortin, David | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Fortin, David | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Fortin, David | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Fortin, David | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| FUTURE MONEY INC. | DE | PARENT COMPANY | E | Control |
| FUTURE MONEY INC. | DE | PARENT COMPANY | E | Control |
| FUTURE MONEY INC. | DE | PARENT COMPANY | E | Control |
| FUTURE MONEY INC. | DE | PARENT COMPANY | E | Control |
| FUTURE MONEY INC. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Barrar, Philip | I | FUTURE MONEY INC. | E | Control |
| Barrar, Philip | I | FUTURE MONEY INC. | E | Control |
| Barrar, Philip | I | FUTURE MONEY INC. | E | Control |
| Barrar, Philip | I | FUTURE MONEY INC. | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
500 NORTH COMMERCIAL STREETSUITE 502
MANCHESTER, NH 03101
United States
Phone: 603-812-0108