Nfsg Corporation

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1B

95% of AUM

Avg account

$300K

Accounts

3,607

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 130814
Registered since: November 6, 2007
Website: www.newbridgefsg.com
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals51.56%
HNWI43.77%
Corporations / Businesses3.33%
Pension & Profit Sharing Plans0.93%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Nfsg Corporation is an independent registered investment adviser organized as a corporation that has been SEC registered since 2007. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Its fee model is flexible — it charges percentage‑of‑AUM fees and also uses hourly, fixed and other fee arrangements. Nfsg maintains industry linkages beyond advisory work, including affiliations with a broker‑dealer, another investment adviser, an insurance company, and roles as a sponsor/GP or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor.