NGP Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310443
- Registered since
- January 21, 2025
- Website
- ngpfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.2%
- Individuals12.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
NGP Financial Planning, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm serves individuals and families with a core offering of financial planning and discretionary portfolio management targeted at individuals and small businesses. Its billing model is a percentage-of-assets-under-management fee. The ADV indicates the firm is owned by an individual, does not function as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or as a pension consultant.
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 Funds45%
- Exchange Traded Equities30%
- Cash & Cash Equivalents25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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