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| Keyboard |
| NGC Financial LLC
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|---|---|
| CRD # | 139992 |
| SEC # | 801-129067 |
| CIK # | 0001410687 |
| AUM | 57.1 M (2026-06-02) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 718-423-1100 |
| Address | 3601 208th Street Bayside, NY 11361 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 57.1 |
| (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 | 108 | 57.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 108 | 57.1 |
| Total | 108 | 57.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.1 | |
| Total | 108 | 57.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CWM Partners LLC
✚
|
59.8 M | |
|
Alsari Wealth Management Global Advisors LLC
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|
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|
Helianth Investment Management LLC
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NY | 58.4 M |
|
Mutual Trust Asset Mgmt Inc
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|
Cypress Capital Group Inc
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|
Paulo Financial Advisors LLC
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57.0 M | |
|
Groesbeck Investment Management Corp
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NJ | 54.7 M |
|
Twenty-Five Capital Partners LLC
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|
CA | 54.6 M |
|
Rena Advisors LLC
✚
|
NY | 54.5 M |
|
Valorem LLC
✚
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NY | 54.3 M |