Navidar Group LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 148011
- Registered since
- March 13, 2009
- Website
- www.navidar.com
Firm profile
FINTRXOverview
Navidar Group LLC is organized as a limited liability company and has been SEC-registered since 2009. The firm is categorized as an investment bank and is privately owned by an individual. Public records do not list client segments, fee schedules, or detailed advisory activities, which suggests the firm's public-facing regulatory filing focuses on its organizational attributes rather than on retail wealth-management operations. The firm is not identified as a capital allocator and does not report activity as an ESG investor. It is not registered as a multi-state adviser, is not marked as a pension consultant, and is not listed as a related adviser to another registered entity.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Richards
Chief Financial OfficerCRD 2680389
Contacts
3 of 3
Timothy Walsh
Managing DirectorCRD 1748706

Stephen Day
Co-Founder & Managing DirectorCRD 2801250

Mark Weisman
Managing DirectorCRD 6542357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 2700 Via Fortuna
- Time zone
- CT (UTC-6)
- Office locations
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