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Adam Edward Brunin

NAVIGATION WEALTH MANAGEMENT, INC.·FORT COLLINS, Colorado
Unclaimed Profile
2038 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 4407663Firm CRD# 282640
01

About

Adam Edward Brunin is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with NAVIGATION WEALTH MANAGEMENT, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
NAVIGATION WEALTH MANAGEMENT, INC.
NAVIGATION WEALTH MANAGEMENT
AUM
$140M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at NAVIGATION WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4407663
Firm CRD# 282640
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Edward Brunin offer?
Adam Edward Brunin specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Adam Edward Brunin's credentials?
Adam Edward Brunin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Edward Brunin located?
Adam Edward Brunin is based in FORT COLLINS, Colorado, working with NAVIGATION WEALTH MANAGEMENT, INC.. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.
How does Adam Edward Brunin charge for services?
Adam Edward Brunin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATION WEALTH MANAGEMENT, INC.?
NAVIGATION WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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