Adviser Profile
| As of Date | 01/23/2025 |
| Registration status | Registration Changed to NGP FINANCIAL PLANNING, LLC |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 80,788,128 54% |
| of that, discretionary | 80,788,128 54% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 381,076 -59% |
| % High Net Worth | 26.76% -56% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds