Nfsg Corporation
● SEC registered since 2007CRD 130814SEC# 801-68448Boca Raton, FL
Reg. AUM
$1.08B
Employees
89
Accounts
3,607
Location
Boca Raton, FL
Nfsg Corporation assets under management
Nfsg Corporation operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2007. It reports $1.1 billion in regulatory assets under management and employs 89 people.
Nfsg Corporation owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Newbridge Financial Inc. Control | Owner | Over 75% | 2002 |
| Robert Pendelton Spitler Control | Co-Ceo/Finop/Chief Financial Officer/Principal Financial Officer/Chief Compliance Officer | Under 5% | 2023 |
| Thomas Joseph Casolaro Control | Co-Ceo & Chairman | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Nfsg Corporation manage?
Nfsg Corporation reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Nfsg Corporation have?
Nfsg Corporation reports 89 employees.
Where is Nfsg Corporation located?
Nfsg Corporation is based in Boca Raton, FL and has been SEC-registered since 2007.
Does Nfsg Corporation disclose fund performance?
Nfsg Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 North Federal Highway, Suite 400, Boca Raton, FL 33432 |
| Phone | 954-334-3450 |
| Fax | 954-541-8689 |
| Office hours | 8:30 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1879757 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.08B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.03BNon-discretionary $49.3M