Future Select Portfolio Management, Inc. is a large advisory firm based in Redmond. It manages $164 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.
Future Select Portfolio Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Future Select Portfolio Management, Inc. is $164 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Future Select Portfolio Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Compton Ward has been acting as President since 1 May 1990. Dianne Carole Ward joined the executive team most recently as the Vp & Secretary.
The principal office where Future Select Portfolio Management, Inc. performs its advisory services is located at 2316 216 Th Place Ne, Redmond, WA 98074, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-868-2907 or by fax 425-868-4133. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.