NFDG

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
310514
Registered since
August 17, 2020

Firm profile

FINTRX

Overview

Nfdg is an LLC that registered with the SEC in 2020 and is organized with an individual owner. The firm does not present itself as a traditional retail advisory business — it functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator in the available dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DANIEL GROSS

    Managing MemberCRD 7023644

  • Nat Friedman

    Managing MemberCRD 7530575

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
2810 N Church St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth