N
CRD: 150344
Navigar Advisors, Inc.
Tampa, FL, 33602
8135141070
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2009
- Office Locations
- 1
Office Locations
412 East Madison Street, #916 Tampa FL
About Navigar Advisors, Inc.
Navigar Advisors, Inc. is a Tampa-based RIA. The firm has been operating for 16 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$643.8K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Unlock to compare peer behavior around legacy momentum.
Premium access reveals conviction themes in pioneer momentum vital.
Open the full profile to inspect shifts in atlas harbor.
Unlock to compare peer behavior around momentum pathway.
Premium access reveals conviction themes in harbor glacier.
Unlock to compare peer behavior around beacon ember.
See the complete signal summary connected to harbor.
Unlock to see real insight on focus vector atlas.
Asset Classes
Signal Radial Ridge
Investment Themes
Pioneer Eagle
Investment Vehicles
Vector eagle
Services
Pioneer Pioneer Optima
Owner & Executives
E
ERIC WILLARD ODUM
President
- CRD
- #3143270
- Ownership
- 75% or more
(888) 422-3543
insight.pioneer@vectorcapital.com
in linkedin.com/in/oak-radial
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,218,766 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,218,766 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,218,766
Equity - Exchange:
49.2% Cash:
50.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,077,297,480 | 49.2% |
| Cash | $4,209,892,521 | 50.8% |
| Total | $8,287,190,001 | 100.0% |