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NAVPOINT FINANCIAL, INC.

16180 Hastings Ave Se Suite 301
Prior Lake, Minnesota 55372
Tel: 952-746-1115

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About NAVPOINT FINANCIAL, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#109432
SEC#801-55229
Assets Managed by Firm$609,574,657
No. of Clients224
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (FINANCIAL & BUSINESS CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total224$609,574,657
Individuals (other than high net worth individuals)60$29,342,994
High net worth individuals171$580,231,663

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U.S. BANCORP ASSET MANAGEMENT, INC.
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GARDA CAPITAL PARTNERS
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$137,829,756,0003200
THRIVENT FINANCIAL FOR LUTHERANS
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$121,600,874,152694167
GALLIARD CAPITAL MANAGEMENT
800 Lasalle Ave. Ste 1400
Minneapolis, MN, 55402-2054
$85,511,782,543279102

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