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Building 2NAVIGATION GROUP LLC

Map pinREDWOOD SHORES, CA
Phone650-595-1700
NotebookSEC #801-110408
Total AUM
$1B
Employees
6
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 LAGOON DRIVE
SUITE 110
REDWOOD SHORES
CA 94065
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
650-595-1700

ReceiptFinancials

Total AUM
$1B
Accounts
1,394
Discretionary
$985.8M
Accounts
1,357
Non-Discretionary
$26.3M
Accounts
37

ContactClients

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Individual Clients
76
AUM
$43.3M
HNW Individual Clients
254
AUM
$887M
Pension/Profit Sharing Plan Clients
6
AUM
$19.3M
Charitable Organization Clients
3
AUM
$6.1M
Corporation or Business Clients
3
AUM
$56.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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