16180 Hastings Ave Se Suite 301
Prior Lake, Minnesota 55372
Tel: 952-746-1115
NAVPOINT FINANCIAL, INC, formally registered with the SEC as NAVPOINT FINANCIAL, INC. The firm was established in 01/28/1998. They have over 1 offices throughout the country.
NAVPOINT FINANCIAL, INC. is a Prior Lake, Minnesota based Financial Planning firm with nearly $609,574,657 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109432 |
SEC# | 801-55229 |
Assets Managed by Firm | $609,574,657 |
No. of Clients | 224 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 224 | $609,574,657 |
Individuals (other than high net worth individuals) | 60 | $29,342,994 |
High net worth individuals | 171 | $580,231,663 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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