Unclaimed Profile

Adam Edward Brunin

NAVIGATION WEALTH MANAGEMENT, INC.·FORT COLLINS, Colorado

Clean recordNAVIGATION WEALTH MANAGEMENT, INC.

2038 CARIBOU DRIVE, FORT COLLINS, CO 80525CRD# 4407663Firm CRD# 282640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Edward Brunin · FORT COLLINS, CO

Registration

CRD #4407663 · NAVIGATION WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NAVIGATION WEALTH MANAGEMENT, INC.

NAVIGATION WEALTH MANAGEMENT

AUM

$140M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 4407663

Firm CRD# 282640

View on FINRA BrokerCheck →

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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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