Ngp Financial Planning, LLC

Ngp Financial Planning, LLC (CRD# 310443) is a financial advisory firm headquartered in , . They manage $80,788,128 in 212 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.ngpfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $381,076
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, WA

Financial Advisors at Ngp Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Policar, financial advisor Sammamish WA
Michael S. Policar
CRD#: 6074746
Sammamish, WA

Michael Policar (CRD# 6074746) is an Investment Advisor Representative working at Ngp Financial Planning, LLC in Sammamish, WA and has over 11 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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