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Building 2NAVIGATOR RETIREMENT PLANS AND INVESTMENTS

Map pin
Phone936-435-0029
NotebookSEC #801-66740
Total AUM
$38.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
936-435-0029

ReceiptFinancials

Total AUM
$38.6M
Accounts
321
Discretionary
$0
Accounts
0
Non-Discretionary
$38.6M
Accounts
321

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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