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NAV Management LLC

Headquartered in WHIPPANY, NJ

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Firm Information

NAV Management LLC is a financial advisory firm that offers financial planning, pension consulting, and educational seminars. They specialize in portfolio management for individuals. They have one licensed agent, investment advisor representative, registered representative, and investment advisory function.

NAV Management LLC

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

NAV MANAGEMENT LLC has a total of 1 branch locations across the country.
location

WHIPPANY, NJ

Advisors at NAV Management LLC

View All 1 Advisors
Unclaimed
Michael P Lu

RA

WHIPPANY, NJ

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Disclosures

There are no public disclosures for NAV Management LLC.

Frequently Asked Questions (7)

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