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CRD#: 335538
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for NAVIGANT CAPITAL PARTNERS Comes From

Understanding the Statistics for NAVIGANT CAPITAL PARTNERS and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Coral Gables, FL
Phone Number
(973) 820-5116
Related websites
http://www.navigantcp.comwww.linkedin.com/navigantcapitalpartners
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at NAVIGANT CAPITAL PARTNERS

Joshua Lyndon Carter
AdvisorCheck Check Mark

Joshua Lyndon Carter

Josh Carter
IAR
RR
CRD#: 6287193
Location:
Conway, AR 72032
Company:
MML INVESTORS SERVICES, LLC
Disclosures:
Experience:
11 years
View Profile
ZZ
AdvisorCheck Check Mark

Zhenyang Zhu

Geoffrey Zhu
PR
CRD#: 6251219
Location:
Chicago, IL 60604
Company:
PEAK6 CAPITAL MANAGEMENT LLC
Disclosures:
Experience:
12 years
View Profile
WC
AdvisorCheck Check Mark

Walter Corea

Walter Andres Corea
IAR
RR
CRD#: 4027684
Location:
Woodside, NY
Company:
RBC CAPITAL MARKETS, LLC
Disclosures:
Experience:
25 years
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