NEXT CAPITAL MANAGEMENT LLC

Eleven Times Square
15th Floor
New York, New York 10036
Tel: 212-433-1111

About NEXT CAPITAL MANAGEMENT LLC

NEXT CAPITAL MANAGEMENT LLC, formally registered with the SEC as NEXT CAPITAL MANAGEMENT LLC. The firm was established in 03/24/1999. They have over 5 offices throughout the country.

NEXT CAPITAL MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $1,443,202,614 assets under management, offering retirement planning & investment advisory services to 1660 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110793
SEC#	801-56281
Assets Managed by Firm	$1,443,202,614
No. of Clients	1660
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1660	$1,443,202,614
Individuals (other than high net worth individuals)	88	$36,924,828
High net worth individuals	149	$1,132,571,533
Pension and profit sharing plans	6	$1,721,047
Charitable organizations	16	$15,534,592
Corporations or other businesses	26	$251,730,445

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