Nefpg

Overview

Nefpg is an independent registered investment adviser organized as a limited liability company and SEC-registered since 1982. The firm is owned by an individual and focuses its client work on individuals and families, providing financial planning and portfolio management services (including for small businesses). Its billing model includes percentage-of-assets, hourly charges, and fixed fees. The firm does not identify as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator or a related adviser. Its regulatory footprint is limited (not listed as a multistate adviser), suggesting a concentrated service area and client base.

Assets & Accounts

Investments & Alternatives

Location & Offices