NFSG CORPORATION
CRD #130814 SEC #801-68448 BOCA RATON, FL 954-334-3450
SEC Registered
Total AUM
$813.5M
Discretionary
$735.8M
Employees
89
Clients
10
Accounts
3,587
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $813.5M | $735.8M | $77.7M | 89 | 0 |
| May 2025 | $813.5M | $735.8M | $77.7M | 89 | 0 |
| Apr 2025 | $813.5M | $735.8M | $77.7M | 89 | 0 |
| Mar 2025 | $813.5M | $735.8M | $77.7M | 89 | 0 |
| Sep 2024 | $566.2M | $396.6M | $169.7M | 183 | 0 |
| Aug 2024 | $566.2M | $396.6M | $169.7M | 183 | 0 |
| Mar 2024 | $566.2M | $396.6M | $169.7M | 183 | 0 |
| Dec 2023 | $472M | $342.2M | $129.8M | 141 | 0 |
| Sep 2023 | $472M | $342.2M | $129.8M | 141 | 0 |
| Sep 2023 | $472M | $342.2M | $129.8M | 141 | 0 |
| Mar 2023 | $472M | $342.2M | $129.8M | 141 | 0 |
| Aug 2022 | $511.1M | $348.6M | $162.6M | 87 | 0 |
| Apr 2022 | $511.1M | $348.6M | $162.6M | 87 | 0 |
| Jul 2021 | $332.5M | $213.4M | $119.2M | 75 | 0 |
| Jun 2021 | $332.5M | $213.4M | $119.2M | 75 | 0 |
| Apr 2021 | $332.5M | $213.4M | $119.2M | 75 | 0 |
| Jul 2020 | $220.1M | $122.3M | $97.8M | 75 | 0 |
| Jun 2020 | $220.1M | $122.3M | $97.8M | 75 | 0 |
| Mar 2020 | $220.1M | $122.3M | $97.8M | 75 | 0 |
| Mar 2020 | $220.1M | $122.3M | $97.8M | 75 | 0 |
| Jun 2019 | $175M | $71.2M | $103.9M | 65 | 0 |
| Mar 2019 | $175M | $71.2M | $103.9M | 65 | 0 |
| Jan 2019 | $130.4M | $73.4M | $56.9M | 60 | 0 |
| Jan 2019 | $130.4M | $73.4M | $56.9M | 60 | 0 |
| Jul 2018 | $130.4M | $73.4M | $56.9M | 60 | 0 |
| Jul 2018 | $130.4M | $73.4M | $56.9M | 60 | 0 |
| Jul 2018 | $130.4M | $73.4M | $56.9M | 60 | 0 |
| May 2018 | $130.4M | $73.4M | $56.9M | 60 | 0 |
| Apr 2018 | $130.4M | $73.4M | $56.9M | 60 | 0 |
| Nov 2017 | $105.6M | $71.6M | $34M | 60 | 0 |
| Mar 2017 | $105.6M | $71.6M | $34M | 60 | 600 |
| Mar 2017 | $105.6M | $71.6M | $34M | 60 | 600 |
| Dec 2016 | $96.5M | $77.9M | $18.6M | 60 | 600 |
| Oct 2016 | $96.5M | $77.9M | $18.6M | 60 | 600 |
| Oct 2016 | $96.5M | $77.9M | $18.6M | 60 | 600 |
| Oct 2016 | $96.5M | $77.9M | $18.6M | 60 | 600 |
| Mar 2016 | $96.5M | $77.9M | $18.6M | 60 | 600 |
| Oct 2015 | $103.3M | $53M | $50.3M | 68 | 600 |
| Oct 2015 | $103.3M | $53M | $50.3M | 68 | 600 |
| Oct 2015 | $103.3M | $53M | $50.3M | 68 | 600 |
| Sep 2015 | $103.3M | $53M | $50.3M | 68 | 600 |
| Sep 2015 | $103.3M | $53M | $50.3M | 68 | 600 |
| Mar 2015 | $103.3M | $53M | $50.3M | 68 | 600 |
| Nov 2014 | $138.5M | $71.8M | $66.6M | 225 | 600 |
| Aug 2014 | $138.5M | $71.8M | $66.6M | 225 | 600 |
| Jul 2014 | $138.5M | $71.8M | $66.6M | 225 | 600 |
| Apr 2014 | $138.5M | $71.8M | $66.6M | 225 | 600 |
| Mar 2014 | $138.5M | $71.8M | $66.6M | 225 | 600 |
| Oct 2013 | $122.1M | $44.9M | $77.2M | 225 | 600 |
| Oct 2013 | $122.1M | $44.9M | $77.2M | 225 | 600 |
| Jun 2013 | $122.1M | $44.9M | $77.2M | 225 | 600 |
| Mar 2013 | $122.1M | $44.9M | $77.2M | 225 | 600 |
| Oct 2012 | $129.2M | $44M | $85.3M | 51 | 700 |
| Mar 2012 | $129.2M | $44M | $85.3M | 51 | 700 |
| Jul 2011 | $136.4M | $26.2M | $110.1M | 51 | -- |
| Jun 2011 | $136.4M | $26.2M | $110.1M | 51 | -- |
| Apr 2011 | $136.4M | $26.2M | $110.1M | 51 | -- |
| Mar 2011 | $144M | $38.7M | $105.3M | 51 | -- |
| Jul 2010 | $66.8M | $6.6M | $60.2M | 51 | -- |
| Apr 2009 | $47.1M | $2M | $45.1M | 51 | -- |
| Apr 2009 | $47.1M | $2M | $45.1M | 51 | -- |
| Jan 2008 | $30M | $12M | $17.9M | 51 | -- |
| Oct 2007 | $30M | $12M | $17.9M | 51 | -- |
DateMay 2025
Total AUM$813.5M
Discretionary$735.8M
Non-Disc.$77.7M
Employees89
Clients0
DateMay 2025
Total AUM$813.5M
Discretionary$735.8M
Non-Disc.$77.7M
Employees89
Clients0
DateApr 2025
Total AUM$813.5M
Discretionary$735.8M
Non-Disc.$77.7M
Employees89
Clients0
DateMar 2025
Total AUM$813.5M
Discretionary$735.8M
Non-Disc.$77.7M
Employees89
Clients0
DateSep 2024
Total AUM$566.2M
Discretionary$396.6M
Non-Disc.$169.7M
Employees183
Clients0
DateAug 2024
Total AUM$566.2M
Discretionary$396.6M
Non-Disc.$169.7M
Employees183
Clients0
DateMar 2024
Total AUM$566.2M
Discretionary$396.6M
Non-Disc.$169.7M
Employees183
Clients0
DateDec 2023
Total AUM$472M
Discretionary$342.2M
Non-Disc.$129.8M
Employees141
Clients0
DateSep 2023
Total AUM$472M
Discretionary$342.2M
Non-Disc.$129.8M
Employees141
Clients0
DateSep 2023
Total AUM$472M
Discretionary$342.2M
Non-Disc.$129.8M
Employees141
Clients0
DateMar 2023
Total AUM$472M
Discretionary$342.2M
Non-Disc.$129.8M
Employees141
Clients0
DateAug 2022
Total AUM$511.1M
Discretionary$348.6M
Non-Disc.$162.6M
Employees87
Clients0
DateApr 2022
Total AUM$511.1M
Discretionary$348.6M
Non-Disc.$162.6M
Employees87
Clients0
DateJul 2021
Total AUM$332.5M
Discretionary$213.4M
Non-Disc.$119.2M
Employees75
Clients0
DateJun 2021
Total AUM$332.5M
Discretionary$213.4M
Non-Disc.$119.2M
Employees75
Clients0
DateApr 2021
Total AUM$332.5M
Discretionary$213.4M
Non-Disc.$119.2M
Employees75
Clients0
DateJul 2020
Total AUM$220.1M
Discretionary$122.3M
Non-Disc.$97.8M
Employees75
Clients0
DateJun 2020
Total AUM$220.1M
Discretionary$122.3M
Non-Disc.$97.8M
Employees75
Clients0
DateMar 2020
Total AUM$220.1M
Discretionary$122.3M
Non-Disc.$97.8M
Employees75
Clients0
DateMar 2020
Total AUM$220.1M
Discretionary$122.3M
Non-Disc.$97.8M
Employees75
Clients0
DateJun 2019
Total AUM$175M
Discretionary$71.2M
Non-Disc.$103.9M
Employees65
Clients0
DateMar 2019
Total AUM$175M
Discretionary$71.2M
Non-Disc.$103.9M
Employees65
Clients0
DateJan 2019
Total AUM$130.4M
Discretionary$73.4M
Non-Disc.$56.9M
Employees60
Clients0
DateJan 2019
Total AUM$130.4M
Discretionary$73.4M
Non-Disc.$56.9M
Employees60
Clients0
DateJul 2018
Total AUM$130.4M
Discretionary$73.4M
Non-Disc.$56.9M
Employees60
Clients0
DateJul 2018
Total AUM$130.4M
Discretionary$73.4M
Non-Disc.$56.9M
Employees60
Clients0
DateJul 2018
Total AUM$130.4M
Discretionary$73.4M
Non-Disc.$56.9M
Employees60
Clients0
DateMay 2018
Total AUM$130.4M
Discretionary$73.4M
Non-Disc.$56.9M
Employees60
Clients0
DateApr 2018
Total AUM$130.4M
Discretionary$73.4M
Non-Disc.$56.9M
Employees60
Clients0
DateNov 2017
Total AUM$105.6M
Discretionary$71.6M
Non-Disc.$34M
Employees60
Clients0
DateMar 2017
Total AUM$105.6M
Discretionary$71.6M
Non-Disc.$34M
Employees60
Clients600
DateMar 2017
Total AUM$105.6M
Discretionary$71.6M
Non-Disc.$34M
Employees60
Clients600
DateDec 2016
Total AUM$96.5M
Discretionary$77.9M
Non-Disc.$18.6M
Employees60
Clients600
DateOct 2016
Total AUM$96.5M
Discretionary$77.9M
Non-Disc.$18.6M
Employees60
Clients600
DateOct 2016
Total AUM$96.5M
Discretionary$77.9M
Non-Disc.$18.6M
Employees60
Clients600
DateOct 2016
Total AUM$96.5M
Discretionary$77.9M
Non-Disc.$18.6M
Employees60
Clients600
DateMar 2016
Total AUM$96.5M
Discretionary$77.9M
Non-Disc.$18.6M
Employees60
Clients600
DateOct 2015
Total AUM$103.3M
Discretionary$53M
Non-Disc.$50.3M
Employees68
Clients600
DateOct 2015
Total AUM$103.3M
Discretionary$53M
Non-Disc.$50.3M
Employees68
Clients600
DateOct 2015
Total AUM$103.3M
Discretionary$53M
Non-Disc.$50.3M
Employees68
Clients600
DateSep 2015
Total AUM$103.3M
Discretionary$53M
Non-Disc.$50.3M
Employees68
Clients600
DateSep 2015
Total AUM$103.3M
Discretionary$53M
Non-Disc.$50.3M
Employees68
Clients600
DateMar 2015
Total AUM$103.3M
Discretionary$53M
Non-Disc.$50.3M
Employees68
Clients600
DateNov 2014
Total AUM$138.5M
Discretionary$71.8M
Non-Disc.$66.6M
Employees225
Clients600
DateAug 2014
Total AUM$138.5M
Discretionary$71.8M
Non-Disc.$66.6M
Employees225
Clients600
DateJul 2014
Total AUM$138.5M
Discretionary$71.8M
Non-Disc.$66.6M
Employees225
Clients600
DateApr 2014
Total AUM$138.5M
Discretionary$71.8M
Non-Disc.$66.6M
Employees225
Clients600
DateMar 2014
Total AUM$138.5M
Discretionary$71.8M
Non-Disc.$66.6M
Employees225
Clients600
DateOct 2013
Total AUM$122.1M
Discretionary$44.9M
Non-Disc.$77.2M
Employees225
Clients600
DateOct 2013
Total AUM$122.1M
Discretionary$44.9M
Non-Disc.$77.2M
Employees225
Clients600
DateJun 2013
Total AUM$122.1M
Discretionary$44.9M
Non-Disc.$77.2M
Employees225
Clients600
DateMar 2013
Total AUM$122.1M
Discretionary$44.9M
Non-Disc.$77.2M
Employees225
Clients600
DateOct 2012
Total AUM$129.2M
Discretionary$44M
Non-Disc.$85.3M
Employees51
Clients700
DateMar 2012
Total AUM$129.2M
Discretionary$44M
Non-Disc.$85.3M
Employees51
Clients700
DateJul 2011
Total AUM$136.4M
Discretionary$26.2M
Non-Disc.$110.1M
Employees51
Clients--
DateJun 2011
Total AUM$136.4M
Discretionary$26.2M
Non-Disc.$110.1M
Employees51
Clients--
DateApr 2011
Total AUM$136.4M
Discretionary$26.2M
Non-Disc.$110.1M
Employees51
Clients--
DateMar 2011
Total AUM$144M
Discretionary$38.7M
Non-Disc.$105.3M
Employees51
Clients--
DateJul 2010
Total AUM$66.8M
Discretionary$6.6M
Non-Disc.$60.2M
Employees51
Clients--
DateApr 2009
Total AUM$47.1M
Discretionary$2M
Non-Disc.$45.1M
Employees51
Clients--
DateApr 2009
Total AUM$47.1M
Discretionary$2M
Non-Disc.$45.1M
Employees51
Clients--
DateJan 2008
Total AUM$30M
Discretionary$12M
Non-Disc.$17.9M
Employees51
Clients--
DateOct 2007
Total AUM$30M
Discretionary$12M
Non-Disc.$17.9M
Employees51
Clients--