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).

By the Numbers
  • Total Assets Under Management
    644
    MILLION
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $710,209
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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

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.

2
Karen K. Franco
CRD#: 1489357
Three Lagoon Drive, Suite 110, Redwood Shores, CA 94065

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.

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

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.

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