Navis Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

800 Westchester Ave Ste S602, Rye Brook,...

Phone Number

(914) 848-8300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Navis Wealth Management

Navis Wealth Advisors offers a comprehensive range of wealth management services, including retirement planning, financial planning, risk management, and estate planning. The firm is dedicated to acting in the best interests of its clients, providing tailored advice and support throughout various life milestones. With a family office approach, Navis connects all aspects of clients' financial lives to help them achieve their long-term aspirations. Their experienced team is committed to evolving strategies that adapt to clients' changing needs, ensuring a customized roadmap for financial success.Explore more
Navis Wealth Management's Social MediaPopular SearchesNavis Wealth ManagementNavis Wealth Advisors LLCNavis Tax LLCNavis Wealth Management LLCNavis Realty IncSIC Code 62,628NAICS Code 52,523Show more

Navis Wealth Management Org Chart

PhoneEmail
Sarina Crisci, Chief Operating Officer at Navis Wealth Management
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Chief Operating Officer

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Head of Advisory Operations Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Navis Wealth Management

<$5M
1-10
Private
<$5M
2019
Sarina Crisci, Chief Operating Officer at Navis Wealth Management
Sarina CrisciChief Operating Officer
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Navis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Navis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Navis Wealth Management.

Navis Wealth Management financials insights

Gather financial insights about Navis Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$79K

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Navis Wealth Management Tech Stack

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Frequently Asked Questions Regarding Navis Wealth Management

What is Navis Wealth Management's official website?
Navis Wealth Management's official website is www.naviswealth.com
What is Navis Wealth Management's Revenue?
Navis Wealth Management's revenue is <$5 Million
What is Navis Wealth Management's SIC code?
Navis Wealth Management's SIC: 62,628
What is Navis Wealth Management's NAICS code?
Navis Wealth Management's NAICS: 52,523
How many employees does Navis Wealth Management have?
Navis Wealth Management has 1-10 employees
What industry does Navis Wealth Management belong to?
Navis Wealth Management is in the industry of: Finance, Securities Trading
What is Navis Wealth Management competition?
Navis Wealth Management top competitors include: Radnor Financial Advisors, Selkirk Wealth Advisors, Erica Hall Wealth Advisors, Focus Financial Network
What technology does Navis Wealth Management use?
Some of the popular technologies that Navis Wealth Management uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, FMG Suite
How do I contact Navis Wealth Management?
Navis Wealth Management contact info: Phone number: (914) 848-8300 Website: www.naviswealth.com
What does Navis Wealth Management do?

Navis Wealth Advisors offers a comprehensive range of wealth management services, including retirement planning, financial planning, risk management, and estate planning. The firm is dedicated to acting in the best interests of its clients, providing tailored advice and support throughout various life milestones. With a family office approach, Navi... s connects all aspects of clients' financial lives to help them achieve their long-term aspirations. Their experienced team is committed to evolving strategies that adapt to clients' changing needs, ensuring a customized roadmap for financial success.Read More

What are Navis Wealth Management social media links?
Navis Wealth Management Linkedin page Navis Wealth Management Twitter page Navis Wealth Management Facebook page
Is Navis Wealth Management a public company?
Navis Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Navis Wealth Management

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