Naviquant

Naviquant (CRD# 325236) is a financial advisory firm headquartered in Portland, OR. They manage $161,474,000 in 93 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7180 Sw Fir Loop, Suite 200, Portland, OR 97223
https://naviquant.com/
By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $1,736,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, OR, WA

Financial Advisors at Naviquant
Showing 1 - 2 of 2 top financial advisors.
1
Jocelyn Servignat, financial advisor Portland OR
Jocelyn P. Servignat
CRD#: 4521394
7180 Sw Fir Loop, Suite 200, Portland, OR 97223

Jocelyn Servignat (CRD# 4521394) is an Investment Advisor Representative working at Naviquant in Portland, OR and has over 22 years of experience in the finance industry.

2
Ryan Coleman, financial advisor Portland OR
Ryan J. Coleman
CRD#: 5003931
7180 Sw Fir Loop, Suite 200, Portland, OR 97223

Ryan Coleman (CRD# 5003931) is an Investment Advisor Representative working at Naviquant in Portland, OR and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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