NAVPOINT FINANCIAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$752,158,685
Discretionary
$740,129,122
Non-discretionary
$12,029,563
Firm details
- CRD number
- 109432
- SEC file number
- 801-55229
- Main office
- PRIOR LAKE, MN, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.