NAVIGATION GROUP LLC of REDWOOD SHORES, CA is an SEC-registered investment adviser (CRD 130982). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Erik Shannon Davis | MANAGING MEMBER | — |
| Carlo Anthony Panaccione | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Karen Keller Franco | CHIEF COMPLIANCE OFFICER | — |
| WALL ROBERT J | CHIEF COMPLIANCE OFFICER | — |
| DAVIS ERIK SHANNON | CO-FOUNDER; MANAGING MEMBER | — |
| PANACCIONE CARLO ANTHONY | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CO-FOUNDER; MANAGING MEMBER | — |
| RAMOS ANITA MARIE | CHIEF COMPLIANCE OFFICER | — |
| FRANCO KAREN KELLER | CHIEF COMPLIANCE OFFICER | — |