Company Overview
- Headquarters
- 3 Lagoon Dr Ste 110, Redwood City CA
- Website
- navigationgroup.com
- Phone
- (650) 595-1700
- Employees
- 8
- Founded in
- 1998
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$5B
Who is Navigation Group
Navigation Group is a wealth management firm based in Redwood City, California. Established in 1998, the company is comprised of a small team of three employees. Navigation Group specializes in providing personalized wealth planning and management services tailored to each client's individual needs. They emphasize a client-centric approach, beginning with understanding a client's values and goals rather than simply focusing on their assets. Their team of financial professionals aims to be proactive advocates, guiding clients towards financial clarity. The company's registered representatives offer securities and advisory services through LPL Financial, a registered investment advisor, and member SIPC. They are committed to adhering to regulations and conducting business only with residents of states where they are properly registered or licensed. Clients seeking wealth management services can visit Navigation Group's website at navigationgroup.com.
Navigation Group Industry Tags
Navigation Group Tech Stack
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