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NEXT GENERATION INVESTING, LLC
CRD 149017 · SEC 801-122399
5909 SW 28TH ST. #100, TOPEKA, KS, 66614, United States
Phone
785-228-0222
Fax
785-228-1446
Registration
— (—)
Source
State registered
Total AUM
$128.0M
Discretionary AUM
$128.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2023-09-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $47.0M |
| High net worth individuals | 115 | $79.0M |
All web addresses on file
Official SEC filing: View on IAPD