Navigation Group LLC

Navigation Group LLC (CRD# 130982) is a financial advisory firm headquartered in Redwood City, CA. They manage $340,628,672 in 851 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $400,269
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, OR, WA

Financial Advisors at Navigation Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Erik S. Davis
CRD#: 2290051
3 Lagoon Drive, Suite 110, Redwood City, CA 94065
96
Wealthminder
score

Erik Davis (CRD# 2290051) is an Investment Advisor Representative working at Navigation Group LLC in Redwood City, CA and has over 25 years of experience in the finance industry. Erik Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronald J. Leong
CRD#: 4536406
Three Lagoon Drive, Suite 110, Redwood Shores, CA 94065
93
Wealthminder
score

Ronald Leong (CRD# 4536406) is an Investment Advisor Representative working at Navigation Group LLC in Redwood Shores, CA and has over 4 years of experience in the finance industry.

3
Carlo A. Panaccione
CRD#: 1531543
3 Lagoon Drive, Suite 110, Redwood City, CA 94065
83
Wealthminder
score

Carlo Panaccione (CRD# 1531543) is an Investment Advisor Representative working at Navigation Group LLC in Redwood City, CA and has over 29 years of experience in the finance industry.

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