NAVIQUANT

7180 Sw Fir Loop, Suite 200
Portland, Oregon 97223
Tel: (971) 340-4832

About NAVIQUANT

NAVIQUANT, formally registered with the SEC as NAVIQUANT. The firm was established in 03/29/2023. They have over 2 offices throughout the country.

NAVIQUANT is a Portland, Oregon based Financial Planning firm with nearly $161,474,000 assets under management, offering retirement planning & investment advisory services to 93 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325236
SEC#	801-127544
Assets Managed by Firm	$161,474,000
No. of Clients	93
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	93	$161,474,000
Individuals (other than high net worth individuals)	80	$16,324,000
High net worth individuals	Fewer than 5 clients	$1,100,000
Corporations or other businesses	12	$144,050,000

More Retirement Planning firms in Portland, Oregon:

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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