NAVIGATION WEALTH MANAGEMENT

2038 Caribou Drive
Suite 100
Fort Collins, Colorado 80525
Tel: 970-672-1236

About NAVIGATION WEALTH MANAGEMENT

NAVIGATION WEALTH MANAGEMENT, formally registered with the SEC as NAVIGATION WEALTH MANAGEMENT. The firm was established in 10/26/2020. They have over 1 offices throughout the country.

NAVIGATION WEALTH MANAGEMENT is a Fort Collins, Colorado based Financial Planning firm with nearly $127,745,098 assets under management, offering retirement planning & investment advisory services to 1470 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282640
SEC#	801-119615
Assets Managed by Firm	$127,745,098
No. of Clients	1470
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1470	$127,745,098
Individuals (other than high net worth individuals)	1018	$92,544,798
High net worth individuals	17	$34,689,540
Charitable organizations	1	$162,878
Corporations or other businesses	9	$347,882

More Retirement Planning firms in Fort Collins, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

Explore More Retirement Advisors in Fort Collins, Colorado

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.