Navigant Consulting
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 operates as a limited liability company and is registered as an independent registered investment adviser. The firm is individually owned and serves a client base made up of individuals and families, charging fees calculated as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for private individuals and small businesses. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and its filings indicate it is neither a pension consultant nor a related adviser to another firm.
Assets & Accounts
Public Holdings
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%
Contacts
1 of 1
Todd Marescalco
PresidentCRD 4882816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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