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Building 2NAVIANT PARTNERS, LLC

Map pinFAIRHOPE, AL
Phone(251) 725-9977
NotebookSEC #801-134802
Total AUM
$177.3M
Employees
11
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
314 MAGNOLIA AVENUE
STE 300
FAIRHOPE
AL 36532
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(251) 725-9977
Other Offices
2

ReceiptFinancials

Total AUM
$177.3M
Accounts
443
Discretionary
$177.3M
Accounts
443
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$22.7M
HNW Individual Clients
57
AUM
$152.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTX

HandshakeAffiliates

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

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