NFSG CORPORATION
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 130814
- Registered since
- November 6, 2007
- Website
- www.newbridgefsg.com
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals51.56%
- HNWI43.77%
- Corporations / Businesses3.33%
- Pension & Profit Sharing Plans0.93%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nfsg Corporation is a corporate insurance broker-dealer that also functions as an investment adviser and capital allocator. The firm has been SEC-registered since 2007 and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection. Nfsg operates under multiple fee arrangements (percentage of AUM, hourly, fixed and other fee structures) and maintains industry roles beyond advisory work — including broker-dealer activities, insurance company relationships and participation as a sponsor/GP or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities59%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 6JOSEPH MELLUSI
CEOCRD 2180257
SCOTT BROOKS
Chief Investment OfficerCRD 3235252
WALTER PRIEBE
President, CEOCRD 1295817
Contacts
3 of 67MARC BARTON
Investment Advisor RepresentativeCRD 2937356
MICHAEL DELLAPORTA
Registered RepresentativeCRD 3078075
RICHARD GRIFFIN
PresidentCRD 2542692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 449Active vs passive
$225M in ETFs
79%
$178M
15%
$47.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $18.3M | 47,850 | 8.14% |
Location
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1200 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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