NGC FINANCIAL, LLC

3601 208th Street
Bayside, New York 11361
Tel: 718-423-1100

About NGC FINANCIAL, LLC

NGC FINANCIAL, LLC, formally registered with the SEC as NGC FINANCIAL, LLC. The firm was established in 11/15/2023. They have over 1 offices throughout the country.

NGC FINANCIAL, LLC is a Bayside, New York based Financial Planning firm with nearly $39,106,917 assets under management, offering retirement planning & investment advisory services to 76 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139992
SEC#	801-129067
Assets Managed by Firm	$39,106,917
No. of Clients	76
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	76	$39,106,917
Individuals (other than high net worth individuals)	61	$39,106,917

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
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MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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