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 has been SEC-registered since 2009. The firm is categorized as an investment bank and is privately owned by an individual. Public records do not list client segments, fee schedules, or detailed advisory activities, which suggests the firm's public-facing regulatory filing focuses on its organizational attributes rather than on retail wealth-management operations. The firm is not identified as a capital allocator and does not report activity as an ESG investor. It is not registered as a multi-state adviser, is not marked as a pension consultant, and is not listed as a related adviser to another registered entity.

Assets & Accounts

Location & Offices

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
  • Timothy Walsh

    Timothy Walsh

    Managing DirectorCRD 1748706

  • Stephen Day

    Stephen Day

    Co-Founder & Managing DirectorCRD 2801250

  • Mark Weisman

    Mark Weisman

    Managing DirectorCRD 6542357

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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