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Building 2NAVIQUANT

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Phone(503) 476-7811
NotebookSEC #801-127544
Total AUM
$199.3M
Employees
1
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(503) 476-7811

ReceiptFinancials

Total AUM
$199.3M
Accounts
190
Discretionary
$199.3M
Accounts
190
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
176
AUM
$20.5M
Pooled Vehicle Clients
5
AUM
$17.7M
Pension/Profit Sharing Plan Clients
1
AUM
$161.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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