Navigant Consulting
RIAState Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$2.1M
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 301929
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Navigant Consulting is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a fee model based on a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. Navigant does not identify as an ESG investor, is not positioned as a multi-state adviser, and does not describe itself as a capital allocator or a pension consultant.
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
- Exchange Traded Equities55%
- Public Funds/Mutual Funds25%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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