NAVIGATION GROUP LLC

REDWOOD SHORES, California·5 registered advisors·CRD# 130982
SEC# 801-1104080650-595-1700
01

Firm Overview

AUM
$644M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAVIGATION GROUP LLC

5 registered advisors
Anita Marie Ramos
REDWOOD CITY, California
Carlo Anthony Panaccione
REDWOOD SHORES, California
Erik Shannon Davis
REDWOOD SHORES, California
Jason J Wall
REDWOOD CITY, California
Karen Keller Franco
REDWOOD SHORES, California
05

Office Locations

REDWOOD SHORES, California
3 advisors
REDWOOD CITY, California
2 advisors

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Data sourced from SEC Form ADV filings. NAVIGATION GROUP LLC (CRD# 130982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.