NAVPOINT FINANCIAL, INC.

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

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 Status	Approved
Firm CRD#	109432
SEC#	801-55229
Assets Managed by Firm	$609,574,657
No. of Clients	224
No. of Advisors	6

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 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

More Retirement Planning firms in Prior Lake, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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