Ngp Financial Planning, LLC
Ngp Financial Planning, LLC is an SEC-registered ria with $124.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Ngp Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310443, SEC 801-131851, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $124.7M (2026-03-03)
- Firm type
- Ria
- Employees
- 1
- Clients
- 75
- CRD
- 310443
- Ownership
- POLICAR, MICHAEL, Steven
How much AUM does Ngp Financial Planning, LLC have?
Ngp Financial Planning, LLC reported $124.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Ngp Financial Planning, LLC?
Disclosed owners and executives of Ngp Financial Planning, LLC include POLICAR, MICHAEL, Steven. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.