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FUTURE PERFECT PLANNING, LLC

CRD 173765 · SEC 801-130233

Visit website

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

TypeClientsAUM
Individuals42$44.5M

States served

NY, TX

All web addresses on file

Official SEC filing: View on IAPD