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NEXT GEN FINANCIAL PLANNING
NEXT GEN FINANCIAL PLANNING, LLC
CRD 283233
1455 FRAZEE RD, SUITE 543, SAN DIEGO, CA, 92108, United States
Phone
(619) 363-5187
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.3M
Discretionary AUM
$33.3M
Team
2 total employees; 2 advisory reps; 60 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $13.7M |
| High net worth individuals | 22 | $19.6M |
All web addresses on file
Official SEC filing: View on IAPD