2038 Caribou Drive
Suite 100
Fort Collins, Colorado 80525
Tel: 970-672-1236
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 $127,745,098 assets under management, offering retirement planning & investment advisory services to 1470 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282640 |
SEC# | 801-119615 |
Assets Managed by Firm | $127,745,098 |
No. of Clients | 1470 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1470 | $127,745,098 |
Individuals (other than high net worth individuals) | 1018 | $92,544,798 |
High net worth individuals | 17 | $34,689,540 |
Charitable organizations | 1 | $162,878 |
Corporations or other businesses | 9 | $347,882 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
Explore More Retirement Advisors in Fort Collins, Colorado