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
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at Nextgen Wealth Counselors Limited Liability Company
Showing 1 - 1 of 1 top financial advisors.
1
Keka Rath, financial advisor Plainsboro NJ
Keka Rath
CRD#: 5091421
Plainsboro, NJ

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.

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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