Overview
Assets Under Management: $128 million
Headquarters: TOPEKA, KS
High-Net-Worth Clients: 115
Average Client Assets: $0.7 million
Frequently Asked Questions
NEXT GENERATION INVESTING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149017), NEXT GENERATION INVESTING, LLC is subject to fiduciary duty under federal law.
NEXT GENERATION INVESTING, LLC is headquartered in TOPEKA, KS.
NEXT GENERATION INVESTING, LLC serves 115 high-net-worth clients according to their SEC filing dated September 12, 2023. View client details ↓
According to their SEC Form ADV, NEXT GENERATION INVESTING, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
NEXT GENERATION INVESTING, LLC manages $128 million in client assets according to their SEC filing dated September 12, 2023.
According to their SEC Form ADV, NEXT GENERATION INVESTING, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.72%
Average Client Assets: $0.7 million
Total Client Accounts: 250
Discretionary Accounts: 250
Regulatory Filings
CRD Number: 149017
Filing ID: 1786845
Last Filing Date: 2023-09-12 12:14:00