|
⚲
|
| Navigation Group LLC
✚
| |
|---|---|
| CRD # | 130982 |
| SEC # | 801-110408 |
| CIK # | |
| AUM | $644.2 MM (2024-03-22) |
| Employees | 6 (67% Investors, 100% Brokers) |
| Phone | 650-595-1700 |
| Address | 3 Lagoon Drive Redwood Shores, CA 94065 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 116.4 |
| (b) Individuals (high net worth individuals) | 128 | 513.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 12.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 644.2 |
| By Discretionary | ||
| Discretionary | 907 | 644.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 907 | 644.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 644.2 | |
| Total | 907 | 644.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crane Advisory LLC
✚
|
CA | 0.6 |
|
Lafise Global Advisors LLC
✚
|
FL | 0.6 |
|
JT Stratford LLC
✚
|
GA | 0.6 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.6 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.6 |
|
Lincoln Capital LLC
✚
|
NE | 0.6 |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 0.6 |
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.6 |
|
CCG Wealth Management LLC
✚
|
CA | 0.6 |
|
GSG Advisors LLC
✚
|
NJ | 0.6 |