Next Generation Wealth Planning, LLC

Next Generation Wealth Planning, LLC (CRD# 141615) is a financial advisory firm headquartered in Manalapan, NJ. They manage $38,679,226 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
198 Route 9 North, Suite 205, Manalapan, NJ 07726
http://www.ngwp.org
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $293,024
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Next Generation Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Yale Levey, financial advisor Manalapan NJ
Yale J. Levey
CRD#: 1847720
198 Route 9 North, Suite 205, Manalapan, NJ 07726

Yale Levey (CRD# 1847720) is an Investment Advisor Representative working at Next Generation Wealth Planning, LLC in Manalapan, NJ and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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