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NFSG CORPORATION
CRD 130814 · SEC 801-68448
1200 NORTH FEDERAL HIGHWAY, SUITE 400, BOCA RATON, FL, 33432, United States
Phone
954-334-3450
Fax
954-541-8689
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.03B
Team
89 total employees; 74 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROMOTER FEES
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2271 | $558.3M |
| High net worth individuals | 765 | $473.9M |
| Pension/profit sharing plans | 20 | $10.1M |
| Corporations/business entities | 40 | $36.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- http://www.blackriverltd.com
- http://www.elwealthadvisors.com
- http://www.michaelwhitakerandassociates.com
- https://www.nfsgwealth.com/
- http://www.MahoneyGPS.com
- http://www.goldcoastfinancialgroup.com
- http://www.mydstplan.com/goldcoast
- https://reitire.com/
- http://mydstplan.com/igefen
- http://www.shieldcapital.org
- http://www.mydailyworth.com
- http://www.rickstarfinancial.com
- http://www.PriebeInvestmentPlans.com
- https://www.newbridgesecurities.com/
- http://www.gcfgsave.com
- http://www.GCFGWealth.com
- http://www.firstcolonialgroup.com
Official SEC filing: View on IAPD