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NEXT PHASE ADVISORS
NEXT PHASE ADVISORS LLC
CRD 331622
1120 2ND AVE SW, CULLMAN, AL, 35055, United States
Phone
256-841-7727
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$37.2M
Discretionary AUM
$37.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $28.6M |
| High net worth individuals | 18 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD