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Navigen, LLC

CRD 145458SEC# 801-114856Green Bay, WI
Export (members)
No longer SEC-registered. Navigen, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$187.8M
Employees
2
Accounts
602
Location
Green Bay, WI

Navigen, LLC assets under management

Navigen, LLC operates as an SEC-registered investment adviser based in Green Bay, WI. It reports $187.8 million in regulatory assets under management and employs 2 people.

Navigen, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley Gene Nagel ControlChief Compliance Officer / Managing MemberOver 75%2008
Todd William NagelMember5-10%2018

Frequently asked questions

How much does Navigen, LLC manage?

Navigen, LLC reports $187.8 million in regulatory assets under management on its Form ADV.

How many employees does Navigen, LLC have?

Navigen, LLC reports 2 employees.

Where is Navigen, LLC located?

Navigen, LLC is based in Green Bay, WI.

Does Navigen, LLC disclose fund performance?

Navigen, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2300 Riverside Drive, Green Bay, WI 54301
Office hours9:00 a.m.- 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$187.8M
Non-discretionary$0
Total (RAUM)$187.8M