Navigation Group LLC
● SEC registered since 2017CRD 130982SEC# 801-110408Redwood Shores, CA
Reg. AUM
$1.01B
Employees
6
Accounts
1,394
Location
Redwood Shores, CA
About Navigation Group
Navigation Group offers independent planning and investment advice spanning wealth building, protection, and preservation. It covers retirement and education planning, concentrated stock strategies, insurance and estate planning, trust and philanthropic services, and a process that starts from clients' values and goals.
Summary based on the firm’s website.
Navigation Group LLC assets under management
Navigation Group LLC operates as an SEC-registered investment adviser based in Redwood Shores, CA. The firm has been registered since 2017. It reports $1 billion in regulatory assets under management and employs 6 people.
Navigation Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlo Anthony Panaccione Control | Managing Member, Chief Compliance Officer | 25-50% | 1999 |
| Erik Shannon Davis Control | Managing Member | 25-50% | 1999 |
Frequently asked questions
How much does Navigation Group LLC manage?
Navigation Group LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Navigation Group LLC have?
Navigation Group LLC reports 6 employees.
Where is Navigation Group LLC located?
Navigation Group LLC is based in Redwood Shores, CA and has been SEC-registered since 2017.
Does Navigation Group LLC disclose fund performance?
Navigation Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Lagoon Drive, Suite 110, Redwood Shores, CA 94065 |
| Phone | 650-595-1700 |
| Fax | 650-595-1767 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 9%
Apr '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $985.8MNon-discretionary $26.3M