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 appears in SEC records dating back to 2009. FINTRX classifies the firm as an investment bank with individual ownership. The profile contains no descriptions of business lines, advisory services, fee schedules, or target client segments, and the firm is not identified as a capital allocator. The firm is not flagged as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. The limited public detail and the absence of disclosed advisory activities suggest Navidar Group operates with a narrow regulatory/advisory footprint or focuses on non-disclosed services.
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
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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