Nextgen Financial Advice LLC
RIAState Registered
Total AUM
$8.8M
Discretionary
$7.9M
90% of AUM
Avg account
$50.2K
Accounts
175
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 292468
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.13%
- HNWI41.07%
- Corporations / Businesses1.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Nextgen Financial Advice LLC is an independent, individually owned registered investment adviser that serves both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing options include asset-based fees, hourly charges, and fixed fees. Nextgen does not market itself as an ESG investor, is not a multistate adviser per the available data, and is not listed as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities40%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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