Navigation Group LLC
Firm details
- Headquarters
- Redwood City, California
- CRD number
- 130982
- Registered since
- April 28, 2017
- Website
- www.navigationgroup.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.64%
- Corporations / Businesses5.57%
- Individuals4.28%
- Pension & Profit Sharing Plans1.91%
- Charitable Organizations0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Navigation Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm operates as a capital allocator for individual, family and institutional clients, offering fee models that include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Navigation Group does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities22%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 3
Karen Franco
Planning SpecialistCRD 1489357
Carlo Panaccione
Founder, Private Wealth AdvisorCRD 1531543
Erik Davis
Founder, Private Wealth AdvisorCRD 2290051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$561M in ETFs
82%
$461M
15%
$99.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $56.5M | 475,059 | 10.08% |
Location
Redwood City, CA
San Mateo
Location
Redwood City, CA
Headquartered in Redwood City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3 Lagoon Dr
- Time zone
- PT (UTC-8)
- Office locations
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