Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kansas > topeka > NEXT GENERATION INVESTING, LLC
NEXT GENERATION INVESTING, LLC
5909 Sw 28th St. #100
Topeka, Kansas 66614
Tel: 785-228-0222
About NEXT GENERATION INVESTING, LLC
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.
Firm Information
| 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 |
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
- Education seminars/workshops
Firm Client Information
| 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 |
More Retirement Planning firms in Topeka, Kansas:
| 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