Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
541900002
SEC advisor number
801-56786
FINRA CRD number
46214
AUM ?
$1.65 bn
(as of 30 Jul 19)
Accounts
11,352
(as of 30 Jul 19)
Employees
457
(451 investment advisory or research)
Address
NEXT Financial
2500 WILCREST DRIVE
SUITE 620
HOUSTON
TX 77042
2500 WILCREST DRIVE
SUITE 620
HOUSTON
TX 77042
Phone
713.375.2665
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
10 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Oct 21
13F-HR
Quarterly holdings report by institutional manager
13 Jul 21
13F-HR
Quarterly holdings report by institutional manager
16 Apr 21
13F-HR
Quarterly holdings report by institutional manager
5 Feb 21