Investment adviser · CRD 140532

NAVIGATOR RETIREMENT PLANS AND INVESTMENTS

Investment adviser filing (IA)

ROBERTS, JERRY RAY

· Form ADV filed Feb 10, 2012

Regulatory AUM
$38.6M
Form ADV · Item 5.F
Client accounts
321
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 140532

Filing source

Form ADV 609679 · Feb 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.