NAVIQUANT - Financial Advisor in Oregon, Portland

Tel: (971) 340-4832 7180 Sw Fir Loop, Suite 200 Portland, Oregon 97223

About NAVIQUANT

NAVIQUANT is a Portland, Oregon based financial advisory firm with nearly $161,474,000 in assets under management and provides investment advisory services for 93 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

325236

Firm SEC#:

801-127544

Assets Under Management:

$161,474,000

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Oregon?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?