Future Perfect Planning, LLC
● SEC registered since 2024CRD 173765SEC# 801-130233
Reg. AUM
$44.5M
Employees
1
Accounts
121
Location
—
Future Perfect Planning, LLC assets under management
Future Perfect Planning, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $44.5 million in regulatory assets under management and employs 1 people.
Future Perfect Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cristina Margherita Guglielmetti Control | President & Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Future Perfect Planning, LLC manage?
Future Perfect Planning, LLC reports $44.5 million in regulatory assets under management on its Form ADV.
How many employees does Future Perfect Planning, LLC have?
Future Perfect Planning, LLC reports 1 employees.
Does Future Perfect Planning, LLC disclose fund performance?
Future Perfect Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 646-543-8065 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$44.5M▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$44.5Mregulatory AUM
Discretionary $44.5M