Overview
Assets Under Management: $1.1 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 15
Average Client Assets: $0.8 million
Frequently Asked Questions
NXG INVESTMENT MANAGEMENT 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 #131517), NXG INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
NXG INVESTMENT MANAGEMENT is headquartered in DALLAS, TX.
NXG INVESTMENT MANAGEMENT serves 15 high-net-worth clients according to their SEC filing dated November 25, 2024. View client details ↓
According to their SEC Form ADV, NXG INVESTMENT MANAGEMENT offers portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. View all service details ↓
NXG INVESTMENT MANAGEMENT manages $1.1 billion in client assets according to their SEC filing dated November 25, 2024.
According to their SEC Form ADV, NXG INVESTMENT MANAGEMENT serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.05%
Average Client Assets: $0.8 million
Total Client Accounts: 21
Discretionary Accounts: 20
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 131517
Filing ID: 1912887
Last Filing Date: 2024-11-25 12:11:00