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NAVIGEN WEALTH MANAGEMENT

Tel: 920-676-3334
2300 Riverside Drive
Green Bay, Wisconsin  54301

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NAVIGEN WEALTH MANAGEMENT

NAVIGEN WEALTH MANAGEMENT is a Green Bay, Wisconsin based financial advisory firm with nearly $187,789,799 in assets under management and provides investment advisory services for 602 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

145458

SEC#:

801-114856

No. of Clients:

602

Assets under Management

$187,789,799

No. of Advisors:

2

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