Futureadvisor Inc
Legal Name: FUTUREADVISOR, INC.
400 HOWARD STREET, SAN FRANCISCO, CA
Full Contact Details
Futureadvisor Inc
400 HOWARD STREET, SAN FRANCISCO, CA
8009757199
Other Info
Futureadvisor Inc is legally known as FUTUREADVISOR, INC.. It is a DE Corporation. This firm has 124 employees, of which 9 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 30, 2010.
Direct Owners
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BLACKROCK INC
SOLE SHAREHOLDER owns 75% or more
-
CHARLES CHOON SIK PARK
CHIEF COMPLIANCE OFFICER owns less than 5%
-
DERVILLA ANNE LANNON
DIRECTOR owns less than 5%
-
NISHITH AJITSARIA
DIRECTOR owns less than 5%
-
VENUGOPAL KRISHNAMURTHY
DIRECTOR owns less than 5%
Firms Located Nearby
- Pacific VIEW Asset Management LLC
- Menta Capital LLC
- Vernal Point Advisors LLC
- Vector Capital Management LP
- TSG Consumer Partners LLC
- Jackson Square Partners LLC
- Philadelphia Financial Management of SAN Francisco LLC
- ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
- Sentry Advisors LLC
- Harvest Capital Strategies LLC
News
Top Holdings
Period of report:
Sep 30, 2015
|
Effectiveness Date:
Nov 17, 2015
- ISHARES $54,210k
- ISHARES INC CORE MSCI EMKT $52,161k
- ISHARES TR CORE US AGGBD ET $41,160k
- ISHARES TR CORE S&P500 ETF $31,364k
- VANGUARD INTL EQUITY INDEX FD $30,368k
- SCHWAB STRATEGIC TR $29,011k
- ISHARES TR CORE MSCI EAFE $28,327k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $26,962k
- ISHARES TR S&P 500 VAL ETF $26,882k
- ISHARES $25,479k