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 organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration recorded in 1998) and focuses its practice on individual and family clients, offering financial planning and portfolio management for individuals and small-business owners. Its fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Navpoint does not identify as an active ESG investor, does not present itself as a multi-state adviser, and is not positioned as a capital allocator or 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
- Public Funds/Mutual Funds79%
- State & Local Bonds9%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$292M in ETFs
29%
$85M
61%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INCOME ETF (JPIE) | JP Morgan | Active | Multisector Bond | $25.9M | 577,457 | 8.87% |
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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