Navigar Advisors, Inc.
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 150344
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI80.15%
- Individuals19.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Navigar Advisors, Inc. is a small, independently owned registered investment adviser serving individual and family clients, with a practice oriented toward financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, and it does not bill itself as a capital allocator. Navigar does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm also lists a real estate broker affiliation, which suggests a connection to real estate activity beyond typical advisory services.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Eric Odum
PrincipalCRD 3143270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 412 E Madison St
- Time zone
- ET (UTC-5)
- Office locations
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