Navesink Advisors LLC
Navesink Advisors LLC (CRD# 117456) is a financial advisory firm headquartered in , . They manage $4,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$500,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Michael Panter (CRD# 3147738) is an Investment Advisor Representative working at Navesink Advisors LLC in Shrewsbury, NJ and has over 19 years of experience in the finance industry.
Daniel Kelly (CRD# 1927336) is an Investment Advisor Representative working at Navesink Advisors LLC in Shrewsbury, NJ and has over 27 years of experience in the finance industry.