FutureAdvisor is an investment advisor in San Francisco with $648.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Xulu, Inc.
SEC CIK
IRS number
900655808
SEC advisor number
801-71929
FINRA CRD number
154604
AUM ?
$648.90 mm
(as of 8 Jun 23)
Accounts
5,011
(as of 8 Jun 23)
Employees
20
(6 investment advisory or research)
Address
FutureAdvisor
400 HOWARD STREET
SECOND FLOOR
SAN FRANCISCO
CA 94105
400 HOWARD STREET
SECOND FLOOR
SAN FRANCISCO
CA 94105
Office hours
Monday - Friday, 9AM - 5PM
Phone
(800) 975-7199
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Blackrock Inc | Sole Shareholder | 10/2015 | > 75% |
Park, Charles, Choon Sik | Chief Compliance Officer | 09/2018 | < 5% |
Krishnamurthy, Venugopal | Director | 03/2019 | < 5% |
Chalom, Joseph, Allen | Director | 02/2020 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
12 May 22
13F-NT
Notice of holdings reported by another manager
10 Feb 22
13F-NT
Notice of holdings reported by another manager
9 Nov 21
13F-NT
Notice of holdings reported by another manager
11 Aug 21