Navigant Consulting

RIASEC 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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 25%, US Government Bonds 10%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds25%
  • US Government Bonds10%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Todd Marescalco

    Todd Marescalco

    PresidentCRD 4882816

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth