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FUTURE PERFECT PLANNING, LLC
CRD 173765 · SEC 801-130233
NY, United States
Phone
646-543-8065
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$44.5M
Discretionary AUM
$44.5M
Team
1 total employees; 1 advisory reps; 63 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $44.5M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD