N
CRD: 301929
Navigant Consulting
West Allis, WI
2626130242
$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2019
- Office Locations
- 1
Office Locations
-- West Allis WI
About Navigant Consulting
Navigant Consulting is a West Allis-based RIA. The firm has been operating for 7 years. Managing $23.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$23.0M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Client Personas
Foundation bridge
Investment Vehicles
Frontier alpha
Services
Element north Focus vector Pathway
Owner & Executives
T
TODD JAMES MARESCALCO
Owner, President, Wealth Management Consultant
- CRD
- #4882816
- Ownership
- 75% or more
(882) 693-9024
zenith.signal@momentumcapital.com
in linkedin.com/in/pioneer-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
Equity - Exchange:
10.6% Public Funds:
24.1% U.S. Government/Agency:
27.9% Cash:
10.8% Corporate - Investment Grade:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $811,607,349 | 10.6% |
| Public Funds | $1,845,258,218 | 24.1% |
| U.S. Government/Agency | $2,136,211,796 | 27.9% |
| Cash | $826,920,695 | 10.8% |
| Corporate - Investment Grade | $2,036,675,046 | 26.6% |
| Total | $7,656,673,104 | 100.0% |