Navigation Wealth Management
Navigation Wealth Management (CRD# 282640) is a financial advisory firm headquartered in Fort Collins, CO. They manage $129,328,046 in 1,311 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management129MILLION
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Total Number of Accounts1,311ACCOUNTS
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Average Account Value$98,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CO, FL, ID, KS, MO, TX, WY
Adam Brunin (CRD# 4407663) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 21 years of experience in the finance industry.
Chris Davies (CRD# 1216027) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 9 years of experience in the finance industry.
James Davies (CRD# 5784630) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 12 years of experience in the finance industry.
Nicholas Kemp (CRD# 6246441) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 9 years of experience in the finance industry.
Myles O'reilly (CRD# 5048874) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 18 years of experience in the finance industry.
Cecilia Shepherd (CRD# 7039855) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has over 5 years of experience in the finance industry.
William Carpenter (CRD# 7564056) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has 1 year of experience in the finance industry.
Michael Stevenson (CRD# 7474406) is an Investment Advisor Representative working at Navigation Wealth Management in Fort Collins, CO and has 1 year of experience in the finance industry.