NAVIS WEALTH ADVISORS LLC
Tel: 914-848-8300 800 Westchester Avenue Suite 700 Rye Brook, New York 10573
About NAVIS WEALTH ADVISORS LLC
NAVIS WEALTH ADVISORS LLC is a Rye Brook, New York based financial advisory firm with nearly $409,700,513 in assets under management and provides investment advisory services for 106 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
311171
Firm SEC#:
801-119746
Assets Under Management:
$409,700,513
No. of Clients:
106
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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