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 $124,068,319 assets under management, offering retirement planning & investment advisory services to 1289 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282640 |
SEC# | 801-119615 |
Assets Managed by Firm | $124,068,319 |
No. of Clients | 1289 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1289 | $124,068,319 |
Individuals (other than high net worth individuals) | 835 | $122,943,319 |
Charitable organizations | 2 | $475,000 |
Corporations or other businesses | 7 | $650,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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