Navigator Money Management, Inc. (Wappingers Falls)

Name: Navigator Money Management, Inc.
Address: 1207 Route 9, Suite 10, Wappingers Falls, NY, 12590
Telephone: 845-297-3500

Navigator Money Management, Inc. is a large advisory firm based in Wappingers Falls. It manages $110 million of regulatory assets for 1,100 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, New York, and Rhode Island.

Navigator Money Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm also engages as publishes investment newsletter.

Navigator Money Management: assets under management

The assets under management (AUM) of Navigator Money Management, Inc. is $110 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Navigator Money Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Navigator Money Management, Inc.

Mark Anthony Grimaldi has been acting as President since 1 Mar 1996. Joseph Vincent Visconti joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Anthony Grimaldi	President	1 Mar 1996	50% - 75%	1456488
Joseph Vincent Visconti	Vice president	1 Mar 1996	50% - 75%	1609655

Based in Wappingers Falls

The principal office where Navigator Money Management, Inc. performs its advisory services is located at 1207 Route 9, Suite 10, Wappingers Falls, NY 12590, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 845-297-3500 or by fax 845-297-1180. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at navigatormoney.com.