Navidar Group LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 148011
- Registered since
- March 13, 2009
- Website
- www.navidar.com
Firm profile
FINTRXOverview
Navidar Group LLC is organized as a limited liability company and has been SEC-registered since 2009. The firm is classified in the source data as an investment bank and is described as individually owned. Available records do not list client types, fee structure, or advisory activities. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser, not described as a pension consultant, and is not listed as a related adviser to another entity.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Richards
Chief Financial OfficerCRD 2680389
Contacts
3 of 3
Timothy Walsh
Managing DirectorCRD 1748706
Stephen Day
Co-Founder & Managing DirectorCRD 2801250
Mark Weisman
Managing DirectorCRD 6542357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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