Navigo Wealth Management, LLC
Navigo Wealth Management, LLC (CRD# 146265) is a financial advisory firm headquartered in Southlake, TX. They manage $107,673,318 in 543 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management108MILLION
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Total Number of Accounts543ACCOUNTS
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Average Account Value$198,293
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, LA, OK, TX
Mark Cawyer (CRD# 4568156) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 21 years of experience in the finance industry.
Shabana Nathoo (CRD# 4717304) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Houston, TX and has over 19 years of experience in the finance industry.
Rory Robertson (CRD# 4449679) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Katy, TX and has over 21 years of experience in the finance industry.
Christel Walker (CRD# 5476319) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 16 years of experience in the finance industry.
Douglas Reifel (CRD# 7196789) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 4 years of experience in the finance industry.