NAVIGATION WEALTH MANAGEMENT, INC.

NAVIGATION WEALTH MANAGEMENT
FORT COLLINS, Colorado·1 registered advisor·CRD# 282640
SEC# 801-1196150970-672-1236
01

Firm Overview

AUM
$140M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAVIGATION WEALTH MANAGEMENT, INC.

1 registered advisor
Adam Edward Brunin
FORT COLLINS, Colorado
05

Office Locations

FORT COLLINS, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. NAVIGATION WEALTH MANAGEMENT, INC. (CRD# 282640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.