Overview
Assets Under Management: $188 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 602
Discretionary Accounts: 602
Regulatory Filings
CRD Number: 145458
Last Filing Date: 2025-02-10 00:00:00
Website: https://navigenwealth.com