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Navigen Wealth Management
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Navigen Wealth Management Share
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Overview Share
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Green Bay, Wisconsin
$132.7 million AUM
3 offices

Navigen Wealth Management is based in Green Bay, Wisconsin and has $132.7 million in assets under management.

Location
677 Baeten Road
Suite 250
Green Bay, WI 54304
$132.7 million
AUM
3
Employees
AUM Share
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$132,695,412
Assets under management
718 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 237 $37,627,907 28% $158,768
High net worth individuals 38 $95,067,505 72% $2,501,776
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$132,695,412
Assets under management
$44,231,804
AUM per employee
$44,231,804
AUM per investment analyst
About Share
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Compensation

Navigen Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Navigen Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 145,458
SEC number 801-114856
Legal structure Limited Liability Company
Legal governance Wisconsin, United States
Latest ADV filing date February 26, 2020

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