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 an independent registered investment adviser organized as a corporation that has been SEC registered since 2007. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Its fee model is flexible — it charges percentage‑of‑AUM fees and also uses hourly, fixed and other fee arrangements. Nfsg maintains industry linkages beyond advisory work, including affiliations with a broker‑dealer, another investment adviser, an insurance company, and roles as a sponsor/GP or managing member of pooled investment vehicles. The firm is not identified 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 485Active vs passive
$307M in ETFs
76%
$233M
17%
$73.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $29.5M | 48,495 | 9.63% |
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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