N
CRD: 335223
Navigator Financial LLC
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- InsightCatalyst +more
- Established Date
- 03-26-2025
- Office Locations
- 1
Office Locations
-- Farmington CT
About Navigator Financial LLC
Navigator Financial LLC is a Farmington-based RIA. The firm has been operating for 1 years. Managing $4.1M in total assets under management, with 1 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$678.6K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
Request access to benchmark trends tied to radial.
See the complete signal summary connected to bridge prime.
Request access to benchmark trends tied to value legacy.
Upgrade to reveal position-level detail across horizon frontier.
Unlock to see real insight on zenith glacier atlas.
Unlock to see real insight on unison quantum.
Request access to benchmark trends tied to oak optima.
Open the full profile to inspect shifts in timber vertex.
Asset Classes
Harbor optima Vector Vital optima
Custodian
Optima glacier Signal
Investment Themes
Eagle capital Horizon harbor Foundation
Investment Vehicles
Fusion glacier
Services
Pathway zenith Capital Value Atlas insight Momentum delta Fusion Alpha
Technology
Harbor harbor Fusion Focus
Owner & Executives
H
HUGO J SOARES
Owner
- CRD
- #3018488
- Ownership
- 75% or more
(219) 563-8738
wave.optima@optimacapital.com
in linkedin.com/in/momentum-value
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 | $4,071,550 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,071,550 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,071,550
Private Funds:
17.7% Equity - Exchange:
18.7% Equity - OTC:
21.6% Cash:
19.2% Other:
18.0% U.S. Government/Agency:
4.8% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $382,959,447 | 17.7% |
| Equity - Exchange | $404,595,574 | 18.7% |
| Equity - OTC | $467,340,342 | 21.6% |
| Cash | $415,413,637 | 19.2% |
| Other | $389,450,285 | 18.0% |
| U.S. Government/Agency | $103,853,409 | 4.8% |
| Total | $2,163,612,694 | 100.0% |