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| Financial Navigators Inc
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| |
|---|---|
| CRD # | 134873 |
| SEC # | 801-121802 |
| CIK # | 0000793547 |
| AUM | $182.2 MM (2024-07-15) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 978-952-6800 |
| Address | 11 Scott Road Littleton, MA 01460 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 58.2 |
| (b) Individuals (high net worth individuals) | 53 | 123.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 611 | 182.2 |
| By Discretionary | ||
| Discretionary | 611 | 182.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 611 | 182.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.2 | |
| Total | 611 | 182.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 10-K | [0000793547] | |
| 10-Q | [0000793547] | |
| 3 | [0000793547] | |
| 4 | [0000793547] | |
| 5 | [0000793547] | |
| 8-K | [0000793547] | |
| SC 13D | [0000793547] | |
| SC 13G | [0000793547] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Navigators Group Inc | |
| Bach Carl L III | |
| Tizzio Vincent C | |
| Sprott Colin | |
| Saunders Jeff L | |
| Miner Emily B. | |
| Lowsley Denise | |
| Tract Marc M | |
| Tomlinson Janice C | |
| Roberts Patricia H | |
| View All | |
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