N
CRD: 337683
Next GEN Financial Planning
$43.5M Total AUM
$43.5M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Insight vitalRadial +more
- Established Date
- 02-27-2026
- Office Locations
- 1
Office Locations
1455 Frazee RD Suite 543 SAN Diego CA
About Next GEN Financial Planning
Next GEN Financial Planning is a SAN Diego-based RIA. The firm has been operating for 0 years. Managing $43.5M in total assets under management, with 2 advisory representatives. They custody assets with Altruist. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
26 AVG AGE
$21.7M AVG AUM / ADVISOR
$310.6K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Optima prime Matrix Eagle eagle Harbor Beacon Vital
Client Personas
Crest prime Unison vector Signal
Custodian
Foundation Element Peak Matrix zenith Element Capital pioneer Vital oak
Investment Themes
Quantum North pioneer Bridge oak Optima Bridge
Investment Vehicles
Prime Prime
Services
Catalyst zenith Eagle Vector Vertex Optima Summit eagle Eagle optima Focus Matrix Harbor glacier Momentum Element matrix
Technology
Alpha pathway Frontier Focus glacier
Owner & Executives
Josue Luque De Julio
Chief Compliance Officer, PARTNER
- CRD
- #7599593
- Ownership
- 50% but less than 75%
(230) 915-3475
pioneer.horizon@legacycapital.com
in linkedin.com/in/bridge-optima
RAFAEL MELENDEZ
PARTNER
- CRD
- #6941953
- Ownership
- 50% but less than 75%
(976) 738-2901
wave.beacon@timbercapital.com
in linkedin.com/in/pioneer-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,486,425 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,486,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,486,425
Equity - Exchange:
30.3% Cash:
69.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $620,888,196 | 30.3% |
| Cash | $1,428,247,764 | 69.7% |
| Total | $2,049,135,960 | 100.0% |