5909 Sw 28th St. #100
Topeka, Kansas 66614
Tel: 785-228-0222
NEXT GENERATION INVESTING, LLC, formally registered with the SEC as NEXT GENERATION INVESTING, LLC. The firm was established in 09/27/2021. They have over 1 offices throughout the country.
NEXT GENERATION INVESTING, LLC is a Topeka, Kansas based Financial Planning firm with nearly $128,000,000 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 149017 |
SEC# | 801-122399 |
Assets Managed by Firm | $128,000,000 |
No. of Clients | 250 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 250 | $128,000,000 |
Individuals (other than high net worth individuals) | 130 | $47,000,000 |
High net worth individuals | 115 | $79,000,000 |
Charitable organizations | Fewer than 5 clients | $1,000,000 |
Corporations or other businesses | Fewer than 5 clients | $1,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
Explore More Retirement Advisors in Topeka, Kansas