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Ngp Financial Planning, LLC

● SEC registered since 2025CRD 310443SEC# 801-131851
Export (members)
Reg. AUM
$104.6M
Employees
1
Accounts
201
Location
—

Ngp Financial Planning, LLC assets under management

Ngp Financial Planning, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $104.6 million in regulatory assets under management and employs 1 people.
www.ngpfinancialplanning.comView on SEC.gov ↗

Ngp Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Steven Policar ControlManaging Member/Investment Advisor Representative/Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Ngp Financial Planning, LLC manage?

Ngp Financial Planning, LLC reports $104.6 million in regulatory assets under management on its Form ADV.

How many employees does Ngp Financial Planning, LLC have?

Ngp Financial Planning, LLC reports 1 employees.

Does Ngp Financial Planning, LLC disclose fund performance?

Ngp Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone425-444-6715
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$104.6M
Non-discretionary$0
Total (RAUM)$104.6M