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Building 2NAVIS WEALTH ADVISORS LLC

Map pinRYE BROOK, NY
Phone914-848-8300
NotebookSEC #801-119746
Total AUM
$902.2M
Employees
8
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 WESTCHESTER AVENUE
SUITE 700
RYE BROOK
NY 10573
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
914-848-8300
Other Offices
1

ReceiptFinancials

Total AUM
$902.2M
Accounts
623
Discretionary
$768M
Accounts
614
Non-Discretionary
$134.2M
Accounts
9

ContactClients

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Individual Clients
33
AUM
$15.9M
HNW Individual Clients
93
AUM
$886.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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