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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Planning Navigators Corp
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|---|---|
| CRD # | 332831 |
| SEC # | 801-131251 |
| CIK # | |
| AUM | $289.1 M (2025-02-10) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 763-265-4450 |
| Address | 7365 Kirkwood Court N Maple Grove, MN 55369 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 325 | 105.5 |
| (b) Individuals (high net worth individuals) | 70 | 161.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 13.9 |
| (h) Charitable organizations | 1 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,417 | 289.1 |
| By Discretionary | ||
| Discretionary | 1,417 | 289.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,417 | 289.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.1 | |
| Total | 1,417 | 289.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ricketts Financial LLC
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|
KY | 0.3 |
|
Craft & Sage Wealth LLC
✚
|
MO | 0.3 |
|
AXIS Wealth Partners LLC
✚
|
RI | 0.3 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.3 |
|
The Wealth Group Ltd
✚
|
NC | 0.3 |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 0.3 |
|
Dynamic Market Advantage LLC
✚
|
KY | 0.3 |
|
Davies Financial Advisors Inc
✚
|
CA | 0.3 |
|
Whipplewood Advisors LLC
✚
|
CO | 0.3 |