Overview
Assets Under Management: $188 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
NAVIGEN, LLC 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 #145458), NAVIGEN, LLC is subject to fiduciary duty under federal law.
NAVIGEN, LLC is headquartered in GREEN BAY, WI.
NAVIGEN, LLC serves 42 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, NAVIGEN, LLC offers financial planning and portfolio management for individuals. View all service details ↓
NAVIGEN, LLC manages $188 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, NAVIGEN, LLC serves high-net-worth individuals. View client details ↓
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