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NAVIGATION WEALTH MANAGEMENT

2038 Caribou Drive
Suite 100
Fort Collins, Colorado 80525
Tel: 970-672-1236

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About NAVIGATION WEALTH MANAGEMENT

NAVIGATION WEALTH MANAGEMENT, formally registered with the SEC as NAVIGATION WEALTH MANAGEMENT. The firm was established in 10/26/2020. They have over 1 offices throughout the country.

NAVIGATION WEALTH MANAGEMENT is a Fort Collins, Colorado based Financial Planning firm with nearly $124,068,319 assets under management, offering retirement planning & investment advisory services to 1289 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282640
SEC#801-119615
Assets Managed by Firm$124,068,319
No. of Clients1289
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1289$124,068,319
Individuals (other than high net worth individuals)835$122,943,319
Charitable organizations2$475,000
Corporations or other businesses7$650,000

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