← Tributary

NEXTGEN EMP

· CRD 333721 · IAPD ↗ · nextgenemp.com · 713-459-5254

$16.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
6Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
December 2024 — NEXTGEN EMP (COLUMBUS, TX) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.