Navidar Group LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
148011
Registered since
March 13, 2009

Firm profile

FINTRX

Overview

Navidar Group LLC is organized as a limited liability company and appears in SEC records dating back to 2009. FINTRX classifies the firm as an investment bank with individual ownership. The profile contains no descriptions of business lines, advisory services, fee schedules, or target client segments, and the firm is not identified as a capital allocator. The firm is not flagged as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. The limited public detail and the absence of disclosed advisory activities suggest Navidar Group operates with a narrow regulatory/advisory footprint or focuses on non-disclosed services.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Richards

    James Richards

    Chief Financial OfficerCRD 2680389

Contacts

3 of 3
  • Stephen Day

    Stephen Day

    Co-Founder & Managing DirectorCRD 2801250

  • Timothy Walsh

    Timothy Walsh

    Managing DirectorCRD 1748706

  • Mark Weisman

    Mark Weisman

    Managing DirectorCRD 6542357

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
2700 Via Fortuna
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth