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Nextgen Emp, Inc.

● SEC registered since 2024CRD 333721SEC# 801-131531
Export (members)
Reg. AUM
$16.1M
Employees
2
Accounts
1
Location

Nextgen Emp, Inc. assets under management

Nextgen Emp, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $16.1 million in regulatory assets under management and employs 2 people.

Nextgen Emp, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Anthony John Diplacido ControlChief Marketing Officer; Minority Owner10-25%2024
Robert James Coakley ControlChief Operating Officer25-50%2024
Wayne Frank Penello ControlCeo And Chief Compliance Officer50-75%2024

Frequently asked questions

How much does Nextgen Emp, Inc. manage?

Nextgen Emp, Inc. reports $16.1 million in regulatory assets under management on its Form ADV.

How many employees does Nextgen Emp, Inc. have?

Nextgen Emp, Inc. reports 2 employees.

Does Nextgen Emp, Inc. disclose fund performance?

Nextgen Emp, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone713-459-5254
Office hours9 a.m. - 4 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Regulatory AUM

$16.1M▲ 127%
Jan '25 — $7.1MFeb '25 — $7.1MMar '25 — $7.1MApr '25 — $7.1MMay '25 — $7.1MJun '25 — $7.1MJul '25 — $7.1MAug '25 — $7.1MSep '25 — $7.1MOct '25 — $7.1MNov '25 — $7.1MDec '25 — $7.1MJan '26 — $7.1MFeb '26 — $7.1MMar '26 — $16.1MApr '26 — $16.1MMay '26 — $16.1MJun '26 — $16.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$16.1Mregulatory AUM
Discretionary $16.1M