Navigation Group LLC
Navigation Group LLC (CRD# 130982) is a financial advisory firm headquartered in Redwood Shores, CA. They manage $644,159,328 in 907 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management644MILLION
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Total Number of Accounts907ACCOUNTS
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Average Account Value$710,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NY, OR, WA
Erik Davis (CRD# 2290051) is an Investment Advisor Representative working at Navigation Group LLC in Redwood City, CA and has over 31 years of experience in the finance industry.
Karen Franco (CRD# 1489357) is an Investment Advisor Representative working at Navigation Group LLC in Redwood Shores, CA and has over 34 years of experience in the finance industry.
Carlo Panaccione (CRD# 1531543) is an Investment Advisor Representative working at Navigation Group LLC in Redwood City, CA and has over 35 years of experience in the finance industry.