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STRATEGIC NAVIGATORS PRIVATE WEALTH
STRATEGIC NAVIGATORS ASSET MANAGEMENT, LLC
CRD 323003
5030 CORPORATE EXCHANGE BLVD SE, SUITE 201, GRAND RAPIDS, MI, 49512, United States
Phone
616-635-6598
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.6M
Discretionary AUM
$14.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $3.7M |
| High net worth individuals | 9 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD