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NFSG CORPORATION
BOCA RATON, FL
954-334-3450
SEC #801-68448Total AUM
$1.1B
Employees
89Clients
3,098Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1200 NORTH FEDERAL HIGHWAY
SUITE 400
BOCA RATON
FL 33432
United States
SUITE 400
BOCA RATON
FL 33432
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
954-334-3450
Other Offices
24
Financials
Total AUM
$1.1B
Accounts
3,607Discretionary
$1B
Accounts
3,498Non-Discretionary
$49.3M
Accounts
109
Clients
Individual Clients
2,271AUM
$558.3M
HNW Individual Clients
765AUM
$473.9M
Pension/Profit Sharing Plan Clients
20AUM
$10.1M
Charitable Organization Clients
1AUM
$3.4M
Corporation or Business Clients
40AUM
$36.1M
Other Clients
1AUM
$918.2K
Description of Other Clients
PARTNERSHIP, JT COMMUNITY PROPERTY
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROMOTER FEES
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.