The Navigant Group

The Navigant Group (CRD# 175424) is a financial advisory firm headquartered in Burlingame, CA. They manage $230,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $115,000
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
  • Educational seminars/workshops
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

Financial Advisors at The Navigant Group
Showing 1 - 1 of 1 top financial advisors.
1
Roland W. Chow
CRD#: 6228711
533 Airport Blvd/suite 400, Burlingame, CA 94010
88
Wealthminder
score

Roland Chow (CRD# 6228711) is an Investment Advisor Representative working at The Navigant Group in Burlingame, CA and has over 2 years of experience in the finance industry.

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