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NFSG

NFSG Revenue

Financial ServicesFlag of USBoca Raton, Florida, United States11-20 Employees

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NFSG revenue & valuation

Annual revenue$941,105
Revenue per employee$86,000
Estimated valuation?$3,100,000
Total fundingNo funding

Key Contacts at NFSG

Flag of US

Scott Goldstein

Founder

Flag of US

Kurosh Golchubian

Chief Technology Officer

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Savaod Jacobs

Director Of Support & Business Systems

Company overview

Headquarters1200 N Federal Hwy, Boca Raton, Florida 33432, US
Website
NAICS52
Keywords
Asset Protection, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Generational Wealth
Founded2002
Employees11-20

NFSG Email Formats

NFSG uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@nfsgwealth.com), used 80% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@nfsgwealth.com
80%
{first initial}{last name}
jdoe@nfsgwealth.com
20%

About NFSG

NFSG Corporation is an SEC-registered investment adviser that provides disciplined wealth guidance to individuals, families, and institutions. • Client-first perspective. We start by understanding each client’s objectives and risk profile, then develop tailored portfolios, retirement income strategies, and multigenerational wealth plans. • Research-driven process. Our investment team combines fundamental analysis with quantitative tools and data science techniques to identify opportunities and manage risk throughout market cycles. • Transparency & access. The NFSG 360 mobile experience and client portal deliver convenient, 24/7 visibility into allocation, performance, and documents—supported by dedicated advisors. • Recognized insight. NFSG’s market data appears each morning on CNBC’s “Fair Value” futures graphic, underscoring the analytical rigor behind our perspectives. Mission Empower clients with clarity, confidence, and a disciplined path toward their financial goals. Important Disclosures • Advisory services offered through NFSG Corporation, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. • Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. • References to research capabilities or tools do not guarantee specific outcomes and should not be construed as a promise of improved performance. • Securities may be offered through Newbridge Securities Corporation, Member FINRA/SIPC.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Senior
C-Suite

Employees by Department

NFSG has 12 employees across 7 departments.

Departments

Number of employees

Funding Data

NFSG has never raised funding before.

Frequently asked questions

NFSG is located in Boca Raton, Florida, US.
NFSG generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.
NFSG has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
NFSG was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.
NFSG has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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