RIA Intel›Advisers›New Jersey›NAVESINK ADVISORS LLC

NAVESINK ADVISORS LLC

Advisory

NJ

Data as of Mar 28, 2025 · Source: SEC Form ADV

Average account
$400K
across 1 account
AUM per adviser
$200K
2 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2025.

Total AUM
$400K
Discretionary %
0%
Clients
1
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$400K
Discretionary AUM$0
Non-Discretionary AUM$400K
Discretionary %0%
Total Clients1
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndMarch
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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FINANCIAL ENGINEERING LLC
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GEMINI MANAGEMENT & RESEARCH LLC
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$350K
WESTPEAK FINANCIAL LLC
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SKYY FINANCIAL GROUP, LLC
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