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Erik Shannon Davis

NAVIGATION GROUP LLC·REDWOOD SHORES, California
Unclaimed Profile
3 LAGOON DRIVE, REDWOOD SHORES, CA 94065CRD# 2290051Firm CRD# 130982
01

About

Erik Shannon Davis is a registered financial advisor based in REDWOOD SHORES, California, affiliated with NAVIGATION GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVIGATION GROUP LLC
NAVIGATION GROUP LLC
AUM
$644M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NAVIGATION GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2290051
Firm CRD# 130982
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Shannon Davis offer?
Erik Shannon Davis specializes in Financial Planning, Investment Management. Contact their office in REDWOOD SHORES, California for a consultation.
What are Erik Shannon Davis's credentials?
Erik Shannon Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Shannon Davis located?
Erik Shannon Davis is based in REDWOOD SHORES, California, working with NAVIGATION GROUP LLC. Their office serves clients in the REDWOOD SHORES metropolitan area and surrounding communities.
How does Erik Shannon Davis charge for services?
Erik Shannon Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATION GROUP LLC?
NAVIGATION GROUP LLC has approximately 6 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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