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 an individually owned limited liability company that is classified in the data as an investment bank and has been SEC-registered since 2009. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Other adviser attributes flagged in the record include that it is not a multi-state adviser, not a pension consultant, and not a related adviser. Public-facing details about the firm’s specific business lines, client segments, fee schedules, or advisory activities are not provided in the source data. The combination of its investment-bank classification and the absence of asset-management metrics in the dataset suggests the firm’s primary activities may be transactional or advisory rather than running discretionary portfolios, although that cannot be confirmed from the available fields.

Assets & Accounts

Investments & Alternatives

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
  • 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