Navigation Wealth Management is an investment advisor in Fort Collins with $109.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
811082925
SEC advisor number
801-119615
FINRA CRD number
282640
AUM ?
$109.65 mm
(as of 13 Jun 23)
Accounts
1,257
(as of 13 Jun 23)
Employees
10
(10 investment advisory or research)
Office hours
Monday - Friday, 9-5
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Brunin, Adam, Edward | President/chief Compliance Officer | 01/2016 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
23 Jun 23
13F-HR
Quarterly holdings report by institutional manager
6 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22