Navesink Advisors LLC

Overview

Navesink Advisors LLC operates as an independent registered investment advisor (RIA) and functions as a limited liability company. The firm focuses on providing financial planning services and portfolio management for individuals and small businesses, as well as for larger institutions. Navesink Advisors LLC also engages in pension consulting and the selection of other advisers. The firm primarily serves individual and family clients, employing a fee structure that includes a percentage of assets under management (AUM) and other fees. Notably, the firm does not identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices