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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Navigation Group LLC
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|---|---|
| CRD # | 130982 |
| SEC # | 801-110408 |
| CIK # | |
| AUM | $927.5 M (2025-04-01) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 650-595-1700 |
| Address | 3 Lagoon Drive Redwood Shores, CA 94065 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 223.7 |
| (b) Individuals (high net worth individuals) | 267 | 668.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 14.2 |
| (h) Charitable organizations | 3 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 426 | 927.5 |
| By Discretionary | ||
| Discretionary | 426 | 927.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 426 | 927.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 927.5 | |
| Total | 426 | 927.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prospera Private Wealth LLC
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|
OK | 0.9 |
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Brand Asset Management Group Inc
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MO | 0.9 |
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Frazier Financial Advisors LLC
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OH | 0.9 |
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Detalus Advisors LLC
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MO | 0.9 |
|
West Paces Advisors Inc
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GA | 0.9 |
|
Strata Wealth Advisors LLC
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TX | 0.9 |
|
Oarsman Capital Inc
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|
WI | 0.9 |
|
FDX Advisors Inc
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IL | 0.9 |
|
Yeske BUIE Inc
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VA | 0.9 |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 0.9 |