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 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
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
Stephen Day
Co-Founder & Managing DirectorCRD 2801250

Timothy Walsh
Managing DirectorCRD 1748706

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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