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NAVPOINT FINANCIAL, INC.
CRD 109432 · SEC 801-55229
16180 HASTINGS AVE SE SUITE 301, PRIOR LAKE, MN, 55372, United States
Phone
952-746-1115
Fax
952-392-4605
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$752.2M
Discretionary AUM
$740.1M
Team
7 total employees; 7 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL & BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $23.1M |
| High net worth individuals | 188 | $729.1M |
States served
AZ, CA, GA, MN, PA, TN, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD