NEXT FINANCIAL ADVISORS LLC
CRD #316665 SEC #801-126458 SEATTLE, WA 202-831-0684
SEC Registered
Total AUM
$377.7K
Discretionary
$377.7K
Employees
26
Clients
--
Accounts
3,571
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $37.8M | $37.8M | $0 | 26 | 0 |
| Feb 2024 | $68.2K | $68.2K | $0 | 51 | 0 |
| Mar 2023 | $68.2K | $68.2K | $0 | 51 | 0 |
| Feb 2023 | $0 | $0 | $0 | 38 | 0 |
| Jan 2023 | $0 | $0 | $0 | 38 | 0 |
| Oct 2022 | $0 | $0 | $0 | 38 | 0 |
| Oct 2022 | $0 | $0 | $0 | 38 | 0 |
| Sep 2022 | $0 | $0 | $0 | 38 | 0 |
| Jul 2022 | $0 | $0 | $0 | 38 | 0 |
DateMar 2024
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees26
Clients0
DateFeb 2024
Total AUM$68.2K
Discretionary$68.2K
Non-Disc.$0
Employees51
Clients0
DateMar 2023
Total AUM$68.2K
Discretionary$68.2K
Non-Disc.$0
Employees51
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees38
Clients0