$124.7M Total AUM
$124.7M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2021
- Office Locations
- 1
Office Locations
-- Sammamish WA
About NGP Financial Planning, LLC
NGP Financial Planning, LLC is a Sammamish-based RIA. The firm has been operating for 5 years. Managing $124.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$124.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL Steven POLICAR
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6074746
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,720,607 | $559,285 |
| Non-Discretionary | $0 | -- |
| Total | $124,720,607 | $559,285 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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