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| Happy Holidays!! thanks for using AUM13F!! |
| Next Financial Group Inc
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|---|---|
| CRD # | 46214 |
| SEC # | 801-56786 |
| CIK # | 0001616654 |
| AUM | $3.8 B (2025-07-15) |
| Employees | 564 (54% Investors, 72% Brokers) |
| Phone | 877-876-6398 |
| Address | 11740 Katy Freeway Houston, TX 77079 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,815 | 2.4 |
| (b) Individuals (high net worth individuals) | 584 | 1.2 |
| (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 | 37 | 0.0 |
| (h) Charitable organizations | 43 | 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 | 44 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 16,805 | 3.8 |
| By Discretionary | ||
| Discretionary | 16,526 | 3.7 |
| Non-Discretionary | 279 | 0.0 |
| Total | 16,805 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 16,805 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001616654] | |
| 13F-NT | [0001616654] |
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|---|---|---|
|
Willis Investment Counsel Inc
✚
|
GA | 4.0 |
|
Western Wealth Management LLC
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|
CO | 3.9 |
|
Meridian Wealth Management LLC
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KY | 3.9 |
|
Goelzer Investment Management Inc
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|
IN | 3.8 |
|
NWF Advisory Services Inc
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CA | 3.8 |
|
C2P Capital Advisory Group LLC
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|
GWN Securities Inc
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|
FL | 3.7 |
|
NWAM LLC
✚
|
WA | 3.6 |
|
Simplicity Wealth LLC
✚
|
NJ | 3.6 |
|
Boston Common Asset Management LLC
✚
|
MA | 3.6 |