Future Select Portfolio Management, Inc. (Redmond)

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.

Future Select Portfolio Management: assets under management

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 firm manages $164 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 million each.

Fees & Commissions

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.

Careers at Future Select Portfolio Management, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Compton Ward	President	1 May 1990	50% - 75%	847922
Dianne Carole Ward	Vp & secretary	1 May 1990	50% - 75%	2457795
Ronald Compton Ward	Cco	1 Jan 2006	50% - 75%	847922

Based in Redmond

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.