NEXT FINANCIAL GROUP Overview
Next Financial Group Inc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 685 employees, of which 618 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 65% of the manager's regulatory AUM.
NEXT FINANCIAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEXT FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.12% | Tech | 20.84% | 0.13% | 0 | 0% | ||
| BND | 3.05% | ETF | 3.39% | -0.03% | 0 | 0% | ||
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FEATURED IN
NEXT FINANCIAL GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David Lee Holtz | Director | August-1999 |
| Norman Carl Jr Grant | Director | March-2000 |
| Arthur Daniel Farr | Director | December-2006 |
| Barry Glenn Knight | President/Ceo/Director | December-2006 |
| Christopher Brian Mueller | Svp Chief Operations Officer | February-2014 |
| Jeffrey Judd Saline | Director | December-2011 |
| Cary Joel Sr Cowan | Director | December-2011 |
| Leslie Bernard Jallans | Cco | September-2014 |
| Philip Francis Smith | Cfo/Finop | March-2015 |
NEXT FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NEXT FINANCIAL GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
IARs affiliated with NEXT use a wide variety of methods of analysis, including charting, fundamental and technical analysis to determine investment strategies for clients. The primary sources of information used to conduct these types of analysis are financial newspapers and magazines, inspections, research prepared by others, ratings services, press releases, annual reports, prospectuses and other filings with the SEC.
Investment strategies used by IARs affiliated with NEXT may include, but are not limited to:
Long-term purchases;
Short-term purchases;
Trading;
Short sales;
Margin transactions; and
NEXT Financial Group, Inc. Rev. 3/26/2015 Form ADV Part 2A Brochure Page 19 of 27 Member FINRA/SIPC
Options.
Prior to investing, clients ...
Unlock Full Investment Process Description
IARs affiliated with NEXT use a wide variety of methods of analysis, including charting, fundamental and technical analysis to determine investment strategies for clients. The primary sources of information used to conduct these types of analysis are financial newspapers and magazines, inspections, research prepared by others, ratings services, press releases, annual reports, prospectuses and other filings with the SEC.
Investment strategies used by IARs affiliated with NEXT may include, but are not limited to:
Long-term purchases;
Short-term purchases;
Trading;
Short sales;
Margin transactions; and
NEXT Financial Group, Inc. Rev. 3/26/2015 Form ADV Part 2A Brochure Page 19 of 27 Member FINRA/SIPC
Options.
Prior to investing, clients ...
Unlock Full Investment Process Description
NEXT FINANCIAL GROUP Portfolio Concentration
NEXT FINANCIAL GROUP Location
2500 WILCREST
SUITE 620
HOUSTON, Texas
UNITED STATES, 77042
SUITE 620
HOUSTON, Texas
UNITED STATES, 77042
NEXT FINANCIAL GROUP Contact Information
Phone Number: 713-789-7122
Fax Number: 713-980-1687
Website: null
Fax Number: 713-980-1687
Website: null
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