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 registered as an SEC-registered firm since 2009 and is organized as a limited liability company with individual ownership. FINTRX classifies the firm as an investment bank rather than a capital allocator or multi-state investment adviser. The snapshot indicates the firm does not identify as an active ESG investor. The firm provided little public detail about its operating activities, client types, fee arrangements, or advisory services; FINTRX also lists no disclosed activities or external affiliations. That limited disclosure makes it difficult to draw firm conclusions about its client focus or service model from the available data.

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

    Chief Financial OfficerCRD 2680389

Contacts

3 of 3
  • STEPHEN DAY

    Co-Founder & Managing DirectorCRD 2801250

  • TIMOTHY WALSH

    Managing DirectorCRD 1748706

  • 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