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Building 2NAVPOINT FINANCIAL, INC.

Map pinPRIOR LAKE, MN
Phone952-746-1115
NotebookSEC #801-55229
Total AUM
$752.2M
Employees
7
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16180 HASTINGS AVE SE SUITE 301
PRIOR LAKE
MN 55372
United States
Operating Hours
8:30 AM-4:30 PM
Monday - Friday
Phone
952-746-1115

ReceiptFinancials

Total AUM
$752.2M
Accounts
945
Discretionary
$740.1M
Accounts
926
Non-Discretionary
$12M
Accounts
19

ContactClients

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Individual Clients
41
AUM
$23.1M
HNW Individual Clients
188
AUM
$729.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL & BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAMNNHPATNTXWAWI

HandshakeAffiliates

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

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