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NAVIS WEALTH ADVISORS LLC

Tel: 914-848-8300
800 Westchester Avenue
Suite 700
Rye Brook, New York  10573

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NAVIS WEALTH ADVISORS LLC

NAVIS WEALTH ADVISORS LLC is a Rye Brook, New York based financial advisory firm with nearly $409,700,513 in assets under management and provides investment advisory services for 106 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

311171

SEC#:

801-119746

No. of Clients:

106

Assets under Management

$409,700,513

No. of Advisors:

6

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