Navpoint Financial, Inc.
● SEC registered since 1998CRD 109432SEC# 801-55229Prior Lake, MN
Reg. AUM
$752.2M
Employees
7
Accounts
945
Location
Prior Lake, MN
Navpoint Financial, Inc. assets under management
Navpoint Financial, Inc. is an SEC-registered investment adviser based in Prior Lake, MN. The firm has been registered since 1998. It reports $752.2 million in regulatory assets under management and employs 7 people.
Navpoint Financial, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ayn Elyse Carlson | Owner, Research Assistant | 10-25% | 2023 |
| Bruce Edwin Carlson Control | Owner And Executive Vice President | 5-10% | 1997 |
| Cole Alexander Carlson | Owner, Research Assistant | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Navpoint Financial, Inc. manage?
Navpoint Financial, Inc. reports $752.2 million in regulatory assets under management on its Form ADV.
How many employees does Navpoint Financial, Inc. have?
Navpoint Financial, Inc. reports 7 employees.
Where is Navpoint Financial, Inc. located?
Navpoint Financial, Inc. is based in Prior Lake, MN and has been SEC-registered since 1998.
Does Navpoint Financial, Inc. disclose fund performance?
Navpoint Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16180 Hastings Ave SE Suite 301, Prior Lake, MN 55372 |
| Phone | 952-746-1115 |
| Fax | 952-392-4605 |
| Office hours | 8:30 a.m.-4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$752.2M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$752.2Mregulatory AUM
Discretionary $740.1MNon-discretionary $12M