N
CRD: 326144
Next GEN Advisors, LLC
NEW York, NY, 10005
8559393888
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
4 Employees
10 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-04-2023
- Office Locations
- 1
Office Locations
40 Wall Street NEW York NY
About Next GEN Advisors, LLC
Next GEN Advisors, LLC is a NEW York-based RIA. The firm has been operating for 2 years. Managing $9.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
2.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Bridge
Client Personas
Ember delta
Investment Themes
Glacier
Investment Vehicles
Ember
Platform
North
Services
Pioneer Radial legacy Vector momentum Unison Beacon north Frontier Vital vector
Owner & Executives
MARK ANTONIO ZAGOTTI
Advisor
- CRD
- #2534369
- Ownership
- 50% but less than 75%
(881) 678-5285
element.alpha@pioneercapital.com
in linkedin.com/in/atlas-insight
X
XIAOYU NMN LI
Chief Executive Officer
- CRD
- #7546684
- Ownership
- Less than 5%
(523) 645-4760
optima.optima@foundationcapital.com
in linkedin.com/in/pathway-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
44.9% U.S. Government/Agency:
26.1% Cash:
29.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,748,479,126 | 44.9% |
| U.S. Government/Agency | $1,597,668,267 | 26.1% |
| Cash | $1,775,186,963 | 29.0% |
| Total | $6,121,334,356 | 100.0% |