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Building 2NEXT GENERATION INVESTING, LLC

Map pinTOPEKA, KS
Phone785-228-0222
NotebookSEC #801-122399
Total AUM
$128M
Employees
3
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5909 SW 28TH ST. #100
TOPEKA
KS 66614
United States
Operating Hours
9-5
Monday - Friday
Phone
785-228-0222

ReceiptFinancials

Total AUM
$128M
Accounts
250
Discretionary
$128M
Accounts
250
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$47M
HNW Individual Clients
115
AUM
$79M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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