Navitas Wealth Advisors, Inc. (Ridgeland)

Name: Navitas Wealth Advisors, Inc.
Address: 574 Highland Colony Parkway, Ridgeland, MS, 39157
Telephone: 601-991-2830

Navitas Wealth Advisors, Inc. is an adviser based in Ridgeland. It manages $37.92 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Mississippi and Texas.

Navitas Wealth Advisors provides selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Navitas Wealth Advisors: assets under management

The assets under management (AUM) of Navitas Wealth Advisors, Inc. is $37.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Navitas Wealth Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ridgeland

The principal office where Navitas Wealth Advisors, Inc. performs its advisory services is located at 574 Highland Colony Parkway, Ridgeland, MS 39157, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 601-991-2830 or by fax 601-991-9318. The normal business hours are 9:00 a.m.-5 :00 p.m. on Monday - Friday. You can find more information about the New York firm at www.navitasltd.com.

Navitas Wealth Advisors, Inc. (Ridgeland)

Navitas Wealth Advisors: assets under management

Fees & Commissions

Based in Ridgeland

Registered investment advisers similar to Navitas Wealth Advisors, Inc.