NEXT GENERATION INVESTING, LLC

RIASEC RegisteredEst. 2021

Total AUM

$128M

Discretionary

$128M

100% of AUM

Avg account

$512K

Accounts

250

Employees

Advisory reps

Firm details

Headquarters: TOPEKA, Kansas
CRD number: 149017
Registered since: September 27, 2021
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, SECURITY BENEFIT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.72%
Individuals36.72%
Charitable Organizations0.78%
Corporations / Businesses0.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Next Generation Investing, LLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services to individuals and families. Established in 2021, the firm operates as a limited liability company and is owned by an individual. The firm engages in various business activities, including serving as a registered representative of a broker-dealer, functioning as an insurance broker, and providing accounting services. While the firm does not actively pursue ESG investments, it offers a comprehensive suite of advisory activities, such as educational seminars and workshops, as well as the selection of other advisers.