CRD: 323003
Strategic Navigators Private Wealth
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2022
- Office Locations
- 1
Office Locations
About Strategic Navigators Private Wealth
Strategic Navigators Private Wealth is a Grand Rapids, MI RIA providing holistic, plain-English financial planning and portfolio management for business owners, individuals, and pre/retirees. The firm focuses on risk-aware asset allocation, often implemented with ETFs and index funds, and supports business succession and retirement income planning. A differentiator for employers is help implementing cost-effective retirement plans with a user-friendly technology suite and education. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JEFFREY KEITH STUKEY
President
- CRD
- #4749573
- Ownership
- 50% but less than 75%
JOSHUA RAJKUMAR SHERRARD
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,629,295 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,629,295 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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