$199.3M Total AUM
$199.3M Disc. AUM
-- 3Y CAGR
1 Employees
181 ADV. Clients
3 yrs Firm Age
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- Custodian
- Axos · Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-29-2023
- Office Locations
- 1
Office Locations
-- Lake Oswego OR
About Naviquant
Naviquant is a Lake Oswego-based RIA. The firm has been operating for 3 years. Managing $199.3M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
48 AVG AGE
$199.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Foundation Oak Frontier
Client Personas
Matrix
Investment Themes
Horizon bridge Element Foundation summit Meridian horizon
Investment Vehicles
Matrix Signal
Services
North momentum Summit Signal frontier Ember Frontier Ridge summit
Owner & Executives
JOCELYN PIERRE ANDRE SERVIGNAT
Chief Compliance Officer, PRINCIPAL
- CRD
- #4521394
- Ownership
- 75% or more
(714) 954-3673
ember.optima@elementcapital.com
in linkedin.com/in/oak-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,340,112 | $1,049,158 |
| Non-Discretionary | $0 | -- |
| Total | $199,340,112 | $1,049,158 |
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Separately Managed Accounts
Total SMA Asset: $181,590,441
Public Funds:
58.2% Cash:
41.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $551,404,611 | 58.2% |
| Cash | $396,025,992 | 41.8% |
| Total | $947,430,603 | 100.0% |