J
CRD: 114878
John Navin Navidomskis IV
EL Paso, TX
9159201095
$3.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
-- EL Paso TX
About John Navin Navidomskis IV
John Navin Navidomskis IV is a EL Paso-based RIA. The firm has been operating for 25 years. Managing $3.2M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Eagle
Investment Themes
Radial
Investment Vehicles
Vital summit
Services
Momentum wave Harbor vital Signal
Owner & Executives
J
JOHN NAVIN NAVIDOMSKIS IV
--
- CRD
- #3118486
- Ownership
- 75% or more
(811) 577-1429
focus.radial@horizoncapital.com
in linkedin.com/in/summit-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,220,229 | -- |
| Total | $3,220,229 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,220,229
Public Funds:
33.0% Cash:
49.9% Equity - Exchange:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,114,808,108 | 33.0% |
| Cash | $1,685,724,987 | 49.9% |
| Equity - Exchange | $577,673,292 | 17.1% |
| Total | $3,378,206,387 | 100.0% |