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NXG INVESTMENT MANAGEMENT
One Energy Square
4925 Greenville Avenue, Suite 1310
Dallas, Texas 75206
Tel: 214-692-6334
About NXG INVESTMENT MANAGEMENT
NXG INVESTMENT MANAGEMENT, formally registered with the SEC as NXG INVESTMENT MANAGEMENT. The firm was established in 06/17/2004. They have over 1 offices throughout the country.
NXG INVESTMENT MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $1,109,652,606 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131517 |
| SEC# | 801-63255 |
| Assets Managed by Firm | $1,109,652,606 |
| No. of Clients | 21 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $1,109,652,606 |
| High net worth individuals | 15 | $11,691,414 |
| Pension and profit sharing plans | 1 | $4,911,786 |
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