Ngp Financial Planning, LLC
● SEC registered since 2025CRD 310443SEC# 801-131851
Reg. AUM
$124.7M
Employees
1
Accounts
223
Location
—
Ngp Financial Planning, LLC assets under management
Ngp Financial Planning, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $124.7 million in regulatory assets under management and employs 1 people.
Ngp Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Steven Policar Control | Managing Member/Investment Advisor Representative/Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Ngp Financial Planning, LLC manage?
Ngp Financial Planning, LLC reports $124.7 million in regulatory assets under management on its Form ADV.
How many employees does Ngp Financial Planning, LLC have?
Ngp Financial Planning, LLC reports 1 employees.
Does Ngp Financial Planning, LLC disclose fund performance?
Ngp Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 425-444-6715 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.7M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$124.7Mregulatory AUM
Discretionary $124.7M