ARIES FINANCIAL NAVIGATORS, INC.

Overview

Aries Financial Navigators, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing is a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. Regulatory and scope flags in the profile indicate the firm is not a multi-state adviser, does not identify as an active ESG investor, and does not act as a capital allocator or pension consultant. The adviser emphasizes client-facing planning and portfolio management rather than institutional or wholesale investment manager roles.

Assets & Accounts

Investments & Alternatives

Location & Offices