NEXT GEN ADVISORS, LLC

NEXT GEN ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 326144). Regulatory assets under management: $9.0M.

Registration

• CRD: 326144
• Type: Registered investment adviser
• Location: 40 WALL STREET, NEW YORK, NY, 10005
• Phone: 855-939-3888
• Latest filing: 2026-05-07
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Clients: 4
• Accounts: 5

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326144 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search