Investment adviser · CRD 109432
NAVPOINT FINANCIAL, INC.
Investment adviser filing (IA)
PRIOR LAKE, MN, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $752M Form ADV · Item 5.F
- Client accounts
- 945 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 188 | $729,106,277 | 96.9% |
| Individuals | 41 | $23,052,408 | 3.1% |
Filing source
Form ADV 2065063 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
16180 HASTINGS AVE SE SUITE 301PRIOR LAKE, MN, 55372, United States
CRD 109432
Filing source
Form ADV 2065063 · Mar 25, 2026 · 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.