Nextgen Wealth Counselors Limited Liability Company
Nextgen Wealth Counselors Limited Liability Company (CRD# 226706) is a financial advisory firm headquartered in , . They manage $80,554,749 in 160 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Nextgen Wealth Counselors Limited Liability Company
By the Numbers
-
Total Assets Under Management81MILLION
-
Total Number of Accounts160ACCOUNTS
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Average Account Value$503,467
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY, TX
Financial Advisors at Nextgen Wealth Counselors Limited Liability Company
1
Keka Rath (CRD# 5091421) is an Investment Advisor Representative working at Nextgen Wealth Counselors Limited Liability Company in Plainsboro, NJ and has over 17 years of experience in the finance industry.
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