N
$400.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
2 ADV. Clients
23 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2002
- Office Locations
- 1
Office Locations
-- Lincroft NJ
About Navesink Advisors LLC
Navesink Advisors LLC is a Lincroft-based RIA. The firm has been operating for 23 years. Managing $400.0K in total assets under management, with 2 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$200.0K AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
18.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Investment Themes
Available
Services
Available
Owner & Executives
D
DANIEL MICHAEL KELLY
Manager
- CRD
- #1927336
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL JOHN PANTER JR
Associate
- CRD
- #3147738
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $400,000 | -- |
| Total | $400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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