NAVPOINT FINANCIAL, INC.
Firm details
- Headquarters
- PRIOR LAKE, Minnesota
- CRD number
- 109432
- Registered since
- January 28, 1998
- Website
- navpoint-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.94%
- Individuals3.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Navpoint Financial, Inc. is an independent registered investment adviser that has been SEC-registered since 1998 and is owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individual and family clients as well as small businesses. It charges clients through a mixture of percentage-of-AUM, hourly and fixed-fee arrangements. Navpoint does not identify as an ESG investor, is not organized as a multi-state adviser, and is not described as a capital allocator to external private funds.
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
- Public Funds/Mutual Funds79%
- State & Local Bonds9%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities3%
- US Government Bonds2%
Owners & executives
1 of 1DAVID MARTELL
President, CEOCRD 2816882
Contacts
3 of 4BRUCE CARLSON
OwnerCRD 1233580
KRISTA KETELSEN
Vice PresidentCRD 4674252
Ayn Carlson
OwnerCRD 7820593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$254M in ETFs
32%
$81.2M
60%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $23.8M | 257,179 | 9.37% |
Location
PRIOR LAKE, MN
SCOTT
Location
PRIOR LAKE, MN
Headquartered in PRIOR LAKE, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- SCOTT
- Address
- 16180 Hastings Ave SE
- Time zone
- CT (UTC-6)
- Office locations
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