NAVPOINT FINANCIAL, INC.
CRD #109432 SEC #801-55229 PRIOR LAKE, MN 952-746-1115
SEC Registered
Total AUM
$643.6M
Discretionary
$625.6M
Employees
7
Clients
101
Accounts
221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $643.6M | $625.6M | $18M | 7 | 8 |
| Mar 2024 | $609.6M | $592.2M | $17.4M | 6 | 7 |
| Oct 2023 | $549.5M | $532.6M | $17M | 6 | 8 |
| Mar 2023 | $549.5M | $532.6M | $17M | 6 | 8 |
| Mar 2022 | $619.1M | $597M | $22M | 7 | 233 |
| Mar 2021 | $558.2M | $534.8M | $23.4M | 6 | 245 |
| Jun 2020 | $487.9M | $465.1M | $22.8M | 6 | 233 |
| Mar 2020 | $487.9M | $465.1M | $22.8M | 6 | 233 |
| Apr 2019 | $420.1M | $399.8M | $20.3M | 6 | 230 |
| Mar 2019 | $420.1M | $399.8M | $20.3M | 6 | 230 |
| Mar 2018 | $425.2M | $409.3M | $15.8M | 6 | 222 |
| Mar 2017 | $375.4M | $361M | $14.4M | 6 | 200 |
| Nov 2016 | $338.4M | $0 | $338.4M | 6 | 200 |
| Aug 2016 | $338.4M | $0 | $338.4M | 6 | 200 |
| Jul 2016 | $338.4M | $0 | $338.4M | 6 | 200 |
| Mar 2016 | $338.4M | $0 | $338.4M | 6 | 200 |
| Dec 2015 | $344.8M | $0 | $344.8M | 5 | 200 |
| Sep 2015 | $344.8M | $0 | $344.8M | 5 | 200 |
| Mar 2015 | $344.8M | $0 | $344.8M | 5 | 200 |
| Mar 2014 | $323.6M | $0 | $323.6M | 5 | 200 |
| Mar 2013 | $291.4M | $0 | $291.4M | 5 | 200 |
| Mar 2012 | $262.8M | $0 | $262.8M | 1 | 200 |
| Aug 2011 | $253.8M | $0 | $253.8M | 5 | -- |
| Mar 2011 | $253.8M | $0 | $253.8M | 5 | -- |
| Mar 2008 | $207.7M | $0 | $207.7M | 5 | -- |
| Jan 2008 | $179M | $0 | $179M | 5 | -- |
| Dec 2007 | $179M | $0 | $179M | 5 | -- |
| Mar 2007 | $179M | $0 | $179M | 5 | -- |
| Mar 2006 | $129M | $0 | $129M | 5 | -- |
| Mar 2004 | $105.8M | $0 | $105.8M | 5 | -- |
| Mar 2002 | $93.2M | $0 | $93.2M | 5 | -- |
| Oct 2001 | $80.3M | $0 | $80.3M | 5 | -- |
DateMar 2025
Total AUM$643.6M
Discretionary$625.6M
Non-Disc.$18M
Employees7
Clients8
DateMar 2024
Total AUM$609.6M
Discretionary$592.2M
Non-Disc.$17.4M
Employees6
Clients7
DateOct 2023
Total AUM$549.5M
Discretionary$532.6M
Non-Disc.$17M
Employees6
Clients8
DateMar 2023
Total AUM$549.5M
Discretionary$532.6M
Non-Disc.$17M
Employees6
Clients8
DateMar 2022
Total AUM$619.1M
Discretionary$597M
Non-Disc.$22M
Employees7
Clients233
DateMar 2021
Total AUM$558.2M
Discretionary$534.8M
Non-Disc.$23.4M
Employees6
Clients245
DateJun 2020
Total AUM$487.9M
Discretionary$465.1M
Non-Disc.$22.8M
Employees6
Clients233
DateMar 2020
Total AUM$487.9M
Discretionary$465.1M
Non-Disc.$22.8M
Employees6
Clients233
DateApr 2019
Total AUM$420.1M
Discretionary$399.8M
Non-Disc.$20.3M
Employees6
Clients230
DateMar 2019
Total AUM$420.1M
Discretionary$399.8M
Non-Disc.$20.3M
Employees6
Clients230
DateMar 2018
Total AUM$425.2M
Discretionary$409.3M
Non-Disc.$15.8M
Employees6
Clients222
DateMar 2017
Total AUM$375.4M
Discretionary$361M
Non-Disc.$14.4M
Employees6
Clients200
DateNov 2016
Total AUM$338.4M
Discretionary$0
Non-Disc.$338.4M
Employees6
Clients200
DateAug 2016
Total AUM$338.4M
Discretionary$0
Non-Disc.$338.4M
Employees6
Clients200
DateJul 2016
Total AUM$338.4M
Discretionary$0
Non-Disc.$338.4M
Employees6
Clients200
DateMar 2016
Total AUM$338.4M
Discretionary$0
Non-Disc.$338.4M
Employees6
Clients200
DateDec 2015
Total AUM$344.8M
Discretionary$0
Non-Disc.$344.8M
Employees5
Clients200
DateSep 2015
Total AUM$344.8M
Discretionary$0
Non-Disc.$344.8M
Employees5
Clients200
DateMar 2015
Total AUM$344.8M
Discretionary$0
Non-Disc.$344.8M
Employees5
Clients200
DateMar 2014
Total AUM$323.6M
Discretionary$0
Non-Disc.$323.6M
Employees5
Clients200
DateMar 2013
Total AUM$291.4M
Discretionary$0
Non-Disc.$291.4M
Employees5
Clients200
DateMar 2012
Total AUM$262.8M
Discretionary$0
Non-Disc.$262.8M
Employees1
Clients200
DateAug 2011
Total AUM$253.8M
Discretionary$0
Non-Disc.$253.8M
Employees5
Clients--
DateMar 2011
Total AUM$253.8M
Discretionary$0
Non-Disc.$253.8M
Employees5
Clients--
DateMar 2008
Total AUM$207.7M
Discretionary$0
Non-Disc.$207.7M
Employees5
Clients--
DateJan 2008
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees5
Clients--
DateDec 2007
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees5
Clients--
DateMar 2007
Total AUM$179M
Discretionary$0
Non-Disc.$179M
Employees5
Clients--
DateMar 2006
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees5
Clients--
DateMar 2004
Total AUM$105.8M
Discretionary$0
Non-Disc.$105.8M
Employees5
Clients--
DateMar 2002
Total AUM$93.2M
Discretionary$0
Non-Disc.$93.2M
Employees5
Clients--
DateOct 2001
Total AUM$80.3M
Discretionary$0
Non-Disc.$80.3M
Employees5
Clients--