NAVPOINT FINANCIAL, INC.
SEC file number 801-55229
· PRIOR LAKE, MN
https://navpoint-financial.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$609.6M
Discretionary AUM
$592.2M
Employees
6
Clients
7
Firm
- Address
- 16180 HASTINGS AVE SE SUITE 301
PRIOR LAKE, MN 55372 - Phone
- —
- Website
- https://navpoint-financial.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- NG FINANCIAL HOLDINGS 4 LLC Medium name-match confidence · CIK 2052769 · TX
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- COUNT Financial, Inc. Medium name-match confidence · CIK 2153764 · WA
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
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COUNT Financial, Inc. · D/A · Sep 17, 2026$4.1M
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COUNT Financial, Inc. · D · Sep 14, 2026$4M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025
-
NG FINANCIAL HOLDINGS 4 LLC · D · Jan 22, 2025$14M