Navaid Financial Services, Inc.

Overview

Navaid Financial Services, Inc. is a corporation that has been registered with the SEC since 1997 and is owned by an individual. The firm's public profile in FINTRX is limited: it is classified as "unclassified" and is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser. The record also indicates the firm does not identify as an active ESG investor and is not newly formed. Public filings and the FINTRX extract provide scant detail about Navaid Financial Services’ client mix, advisory services, fee schedules, or day-to-day business activities. That lack of disclosure makes it difficult to assess the firm’s target client segments, service model (discretionary vs. nondiscretionary), or the types of accounts and strategies it employs.

Location & Offices