RIA Intel›Advisers›Michigan›STRATEGIC NAVIGATORS ASSET MANAGEMENT, LLC

STRATEGIC NAVIGATORS ASSET MANAGEMENT, LLC

Advisory

GRAND RAPIDS, MI

Data as of Jul 1, 2026 · Source: SEC Form ADV

Average account

$185K

across 79 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

29

Employees

1

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$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

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

THE PRACTICAL INVESTOR, LLC

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NEWAGE ADVISORS LLC

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$15M

ARMOR WEALTH STRATEGIES, LLC

FARMINGTON HILLS, MI

$15M

VETERINARY FINANCIAL GROUP LLC

$15M

ALLIANCE ADVISORS WEALTH MANAGEMENT LLC

NOVI, MI

$15M

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