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NAVIGATION WEALTH MANAGEMENT
FORT COLLINS, CO
970-672-1236
SEC #801-119615Total AUM
$103.2M
Employees
8Clients
962Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2038 CARIBOU DRIVE
SUITE 100
FORT COLLINS
CO 80525
United States
SUITE 100
FORT COLLINS
CO 80525
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
970-672-1236
Other Offices
1
Financials
Total AUM
$103.2M
Accounts
1,302Discretionary
$103.2M
Accounts
1,302Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
940AUM
$78.4M
HNW Individual Clients
14AUM
$24.3M
Charitable Organization Clients
1AUM
$98.2K
Corporation or Business Clients
7AUM
$426.6K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDKSMONMTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.