|
⚲
|
| Navigen LLC
✚
| |
|---|---|
| CRD # | 145458 |
| SEC # | 801-114856 |
| CIK # | |
| AUM | $169.3 MM (2024-02-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 920-676-3334 |
| Address | 2300 Riverside Drive Green Bay, WI 54301 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 42.9 |
| (b) Individuals (high net worth individuals) | 40 | 126.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 169.3 |
| By Discretionary | ||
| Discretionary | 568 | 169.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 568 | 169.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.3 | |
| Total | 568 | 169.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hedges Asset Management LLC
✚
|
NV | 0.2 |
|
Clark & Stuart Inc
✚
|
ME | 0.2 |
|
KRM Wealth Management LLC
✚
|
NV | 0.2 |
|
Clark Wealth Partners LLC
✚
|
IL | 0.2 |
|
Adolos Asset Management
✚
|
NC | 0.2 |
|
Financial Management Services of America LLC
✚
|
FL | 0.2 |
|
Red Mountain Financial Partners LLC
✚
|
CO | 0.2 |
|
Drum Hill Capital LLC
✚
|
CT | 0.2 |
|
Rivertree Advisors LLC
✚
|
FL | 0.2 |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 0.2 |