$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Vital elementElement +more
- Established Date
- 12-07-2023
- Office Locations
- 1
Office Locations
1225 Franklin AVE Suite 325 Garden City NY
About Navwell Advisors
Navwell Advisors is a fee-only, independent fiduciary providing comprehensive financial planning and ongoing investment guidance for busy families, covering retirement readiness, college funding, tax decisions, and insurance needs. Based on Long Island, NY, the firm offers virtual meetings, streamlined onboarding, and tech-enabled planning (RightCapital) and is affiliated with XY Planning Network.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$361.3K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Glacier prime
Custodian
Focus peak Beacon summit Harbor Optima Optima bridge
Fund Managers
Radial foundation
Investment Themes
Vertex oak Oak insight Insight optima
Investment Vehicles
Legacy
Services
Quantum Horizon Element Horizon catalyst Horizon beacon Pathway vertex Capital harbor Optima Glacier alpha
Technology
Summit timber Focus Eagle Meridian
Owner & Executives
KEVIN PATRICK BURNS
Chief Compliance Officer, FOUNDER, Partner
- CRD
- #4837163
- Ownership
- 75% or more
(778) 293-8404
legacy.vector@signalcapital.com
in linkedin.com/in/focus-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,948,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,948,114 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,948,114
Public Funds:
33.1% Equity - Exchange:
34.7% Cash:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $293,324,853 | 33.1% |
| Equity - Exchange | $307,503,698 | 34.7% |
| Cash | $285,349,253 | 32.2% |
| Total | $886,177,804 | 100.0% |