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Building 2FINANCIAL NAVIGATORS INC.

Map pin
Phone978-952-6800
NotebookSEC #801-121802
Total AUM
$182.2M
Employees
6
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
978-952-6800
Other Offices
4

ReceiptFinancials

Total AUM
$182.2M
Accounts
611
Discretionary
$182.2M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$58.2M
HNW Individual Clients
53
AUM
$123.1M
Pension/Profit Sharing Plan Clients
2
AUM
$796.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING/COACHING/STUDENT LOAN ADVISORY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF CLIENT'S INCOME

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAMAMEMINHNYTXVT

HandshakeAffiliates

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

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