# FUTUREADVISOR, INC.

FUTUREADVISOR, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154604
- Type: SEC-registered investment adviser
- SEC file number: 801-71929
- Location: 400 HOWARD STREET, SAN FRANCISCO, CA, 94105
- Phone: 8009757199
- Latest filing: 2023-06-08
- Regulatory AUM: $648.9M
- Discretionary AUM: $648.9M
- Clients: 20
- Accounts: 5,011

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| FAIRBAIRN ROBERT WILLIAM | DIRECTOR | — |
| PARK CHARLES CHOON SIK | CHIEF COMPLIANCE OFFICER | — |
| LU BO | CHIEF COMPLIANCE OFFICER; CO-FOUNDER AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| XU JON CHANGZHENG | CO-FOUNDER; PRESIDENT; PRESIDENT AND SHAREHOLDER (+1 more) | — |
| GRAHAM PAUL | MANAGING MEMBER | — |
| LIVINGSTON JESSICA SHAW | MANAGING MEMBER | — |
| LU LAN FANG NMN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & PRESIDENT | — |
| MOORE SIMON | CHIEF INVESTMENT OFFICER | — |
| WALTCHER DANIEL RUSSELL | DIRECTOR | — |
| OTTO CARSTEN NMN | CHIEF COMPLIANCE OFFICER | — |
| REZAI KAMERON MICHAEL | CHIEF OPERATING OFFICER | — |
| FORTIN THOMAS MARCEL | DIRECTOR | — |
| Mizock Adam Jay | GENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| HAFIZI SHAHRIAR | CHIEF COMPLIANCE OFFICER | — |
| CHALOM JOSEPH ALLEN | DIRECTOR | — |
| Ajitsaria Nishith | DIRECTOR | — |
| KRISHNAMURTHY VENUGOPAL | DIRECTOR | — |
| LADER MARY-CATHERINE | CHIEF OPERATING OFFICER | — |
| ABDEL MAJEID JOUD | DIRECTOR | — |
| Lannon Dervilla Anne | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154604/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154604/similar
- Related entities: https://search.stillhousedata.com/firm/154604/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154604

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.