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firm profile

Nfsg Corporation

RIA Boca Raton, FL CRD 130814 Last verified October 2026

Overview

Nfsg Corporation is an SEC registered investment adviser based in Boca Raton, FL, registered since 2005. It reports $1.1B in assets under management across 3,607 accounts, with 89 employees. It has 76 investment adviser representatives.

Reported AUM
$1.1B
Discretionary
95%
Accounts
3,607
Average account
$3K
Employees
89
Advisory reps
76
Registered since
2005
Jurisdictions
52

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

Advisory reps 3 of 76

73 more advisory reps, with emails, phones and branch locations

Location

Headquarters
1200 N Federal Hwy Ste 400
Boca Raton, FL 33432
County
Palm Beach
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
Region
South

Registrations

Every state, with registration dates

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