NAVIGATOR FINANCIAL LLC
Firm details
- Headquarters
- FARMINGTON, Connecticut
- CRD number
- 335223
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.69%
- Individuals20.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Navigator Financial LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and carries out financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM fee schedule as well as hourly and fixed-fee engagements. Navigator does not report being an active ESG investor and is not a multi-state adviser.
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
Asset composition
- Private Funds63%
- Exchange Traded Equities31%
- Non-Exchange Traded Equities3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1HUGO SOARES
OwnerCRD 3018488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FARMINGTON, CT
HARTFORD
Location
FARMINGTON, CT
Headquartered in FARMINGTON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 11 Chiltern St
- Time zone
- ET (UTC-5)
- Office locations
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