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| Next Financial Advisors LLC
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| |
|---|---|
| CRD # | 316665 |
| SEC # | 801-126458 |
| CIK # | |
| AUM | $0.4 MM (2024-03-27) |
| Employees | 51 (12% Investors, 0% Brokers) |
| Phone | 202-831-0684 |
| Address | 221 1st Ave W Seattle, WA 98119 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,033 | 0.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,033 | 0.1 |
| By Discretionary | ||
| Discretionary | 5,033 | 0.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,033 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.1 | |
| Total | 5,033 | 0.1 |
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|---|---|---|
|
Revolut Wealth Inc
✚
|
NY | 0.0 |
|
Arnie Advisors LLC
✚
|
CA | 0.0 |
|
Magnum Research Global Limited
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|
0.0 | |
|
AURA Finance
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CA | 0.0 |
|
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|
IL | 0.0 |
|
Elphinstone Inc
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NY | 0.0 |
|
Networth Literacy Inc
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|
0.0 | |
|
GP Leach Securities LLC
✚
|
TX | 0.0 |
|
Invex Next LLC
✚
|
FL | 0.0 |
|
BBAE Advisors LLC
✚
|
TX | 0.0 |