Aries Financial Navigators, Inc.
Aries Financial Navigators, Inc. (CRD# 301218) is a financial advisory firm headquartered in Lititz, PA. They manage $66,746,744 in 219 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Aries Financial Navigators, Inc.
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$304,780
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, TX
Financial Advisors at Aries Financial Navigators, Inc.
1
Patrick Kelly (CRD# 5469715) is an Investment Advisor Representative working at Aries Financial Navigators, Inc. in Lititz, PA and has over 15 years of experience in the finance industry.
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