Overview
Assets Under Management: $182 million
High-Net-Worth Clients: 53
Average Client Assets: $2.3 million
Frequently Asked Questions
FINANCIAL NAVIGATORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134873), FINANCIAL NAVIGATORS INC. is subject to fiduciary duty under federal law.
FINANCIAL NAVIGATORS INC. serves 53 high-net-worth clients according to their SEC filing dated July 15, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL NAVIGATORS INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FINANCIAL NAVIGATORS INC. manages $182 million in client assets according to their SEC filing dated July 15, 2024.
According to their SEC Form ADV, FINANCIAL NAVIGATORS INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.60%
Average Client Assets: $2.3 million
Total Client Accounts: 611
Discretionary Accounts: 611
Regulatory Filings
CRD Number: 134873
Filing ID: 1887568
Last Filing Date: 2024-07-15 11:07:00