| Name | Title | Ownership | Since |
|---|---|---|---|
| Ayn Elyse Carlson | Owner, Research Assistant | 10-25% | 2023 |
| Bruce Edwin Carlson Control | Owner And Executive Vice President | 5-10% | 1997 |
| Cole Alexander Carlson | Owner, Research Assistant | 10-25% | 2023 |
Navpoint Financial, Inc. reports $643.6 million in regulatory assets under management on its Form ADV.
Navpoint Financial, Inc. reports 7 employees.
Navpoint Financial, Inc. is based in Prior Lake, MN and has been SEC-registered since 1998.
Navpoint Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 16180 Hastings Ave SE Suite 301, Prior Lake, MN 55372 |
| Phone | 952-746-1115 |
| Fax | 952-392-4605 |
| Office hours | 8:30 a.m.-4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $625.6M |
| Non-discretionary | $18M |
| Total (RAUM) | $643.6M |