| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexis V Schumann | Chief Compliance Officer | Under 5% | 2025 |
| Amanda Candelmo Hawley Control | Corporate Secretary | Under 5% | 2023 |
| Laura Nicole White | Advisory Chief Compliance Officer | Under 5% | 2023 |
Next Financial Group, Inc. reports $3.8 billion in regulatory assets under management on its Form ADV.
Next Financial Group, Inc. reports 564 employees.
Next Financial Group, Inc. is based in Houston, TX.
Next Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11740 Katy Freeway, Suite 600, Houston, TX 77079 |
| Office hours | 8:00a.m.-5:00p.m. |
| Discloses disciplinary history | Yes |
| Discretionary | $3.73B |
| Non-discretionary | $42.8M |
| Total (RAUM) | $3.77B |