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NEXT GEN ADVISORS, LLC

CRD 326144

Visit website

40 WALL STREET, NEW YORK, NY, 10005, United States

Phone

855-939-3888

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$9.0M

Discretionary AUM

$9.0M

Team

4 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees; FLAT FEE

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersMarket timing

Client types

TypeClientsAUM
High net worth individuals5$9.0M

All web addresses on file

Official SEC filing: View on IAPD