NAVIS WEALTH ADVISORS LLC

RYE BROOK, New York·2 registered advisors·CRD# 311171
SEC# 801-1197461914-848-8300
01

Firm Overview

AUM
$410M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAVIS WEALTH ADVISORS LLC

2 registered advisors
David S Price
RYE BROOK, New York
Paul Christian Fegan
RYE BROOK, New York
05

Office Locations

RYE BROOK, New York
2 advisors

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Data sourced from SEC Form ADV filings. NAVIS WEALTH ADVISORS LLC (CRD# 311171) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.