Next Capital Management LLC
Next Capital Management LLC (CRD# 110793) is a financial advisory firm headquartered in New York, NY. They manage $762,636,302 in 970 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management763MILLION
Total Number of Accounts970ACCOUNTS
Average Account Value$786,223
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, LA, MD, NJ, NY, PA, TX, VA
James McGurren (CRD# 4646520) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 14 years of experience in the finance industry. James McGurren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.