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NEXTGEN PRIVATE WEALTH
(602) 370-9130
SEC #801-120520Total AUM
$3.2M
Employees
1Clients
4Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(602) 370-9130
Financials
Total AUM
$3.2M
Accounts
4Discretionary
$3.2M
Accounts
4Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
4AUM
$3.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZMT
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.