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 SEC-registered corporate advisory firm (registered in 2007) that serves both individual & family clients and institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. It operates as a capital allocator and maintains affiliations across the financial services ecosystem, including broker-dealer activity, insurance company relationships, and roles as sponsor/GP or managing member of pooled investment vehicles. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed fees and other structures. Nfsg 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 6
Joseph Mellusi
CEOCRD 2180257
Scott Brooks
Chief Investment OfficerCRD 3235252
Walter Priebe
President, CEOCRD 1295817
Contacts
3 of 71Marc Barton
Investment Advisor RepresentativeCRD 2937356
Michael Dellaporta
Registered RepresentativeCRD 3078075
Douglas Albert
Registered RepresentativeCRD 1040077
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 476Active vs passive
$291M in ETFs
77%
$224M
15%
$67.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK SEMICONDUCTOR ETF (SMH) | VanEck | Passive | Technology | $30.5M | 46,477 | 10.47% |
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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