Fpnavigators
Firm details
- Headquarters
- Maple Grove, Minnesota
- CRD number
- 332831
- Registered since
- October 16, 2024
- Website
- fpnavigators.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.61%
- Individuals40.37%
- Corporations / Businesses4.7%
- Charitable Organizations1.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fpnavigators is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (registered in 2024) and operates under an individual ownership structure. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- State & Local Bonds5%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$264M in ETFs
83%
$219M
15%
$45.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $64.5M | 183,445 | 24.45% |
Location
Maple Grove, MN
Hennepin
Location
Maple Grove, MN
Headquartered in Maple Grove, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7365 Kirkwood Ct N
- Time zone
- CT (UTC-6)
- Office locations
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