$57.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2012
- Office Locations
- 1
Office Locations
3601 208th Street Bayside NY
About NGC Financial, LLC
NGC Financial, LLC is a tax and financial planning firm led by Neil G. Carousso, CPA, CFP®, serving individuals and businesses nationwide. The practice integrates income tax analysis with Medicare and Social Security planning and investment strategy to support clients nearing or in retirement, including its Turning Age 65 program. Portfolios primarily use ETFs and public funds; the firm is FINRA/SIPC registered.
Team overview
-- AVG AGE
$57.1M AVG AUM / ADVISOR
$732.2K AVG AUM / CLIENT
13.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Alpha crest Peak Value peak
Client Personas
Foundation capital
Custodian
Insight
Investment Themes
Optima Glacier optima Oak
Investment Vehicles
Glacier Alpha optima
Services
Beacon Quantum signal Momentum horizon Matrix capital Zenith crest Capital Legacy Ember Harbor oak
Owner & Executives
N
NEIL GEORGE CAROUSSO
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2523062
- Ownership
- 75% or more
(559) 743-2708
matrix.bridge@horizoncapital.com
in linkedin.com/in/wave-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $57,110,396 | $528,800 |
| Total | $57,110,396 | $528,800 |
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Separately Managed Accounts
Total SMA Asset: $57,110,396
Equity - Exchange:
15.0% Public Funds:
45.5% Cash:
39.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $807,229,469 | 15.0% |
| Public Funds | $2,448,596,055 | 45.5% |
| Cash | $2,125,704,267 | 39.5% |
| Total | $5,381,529,791 | 100.0% |