Navam Investment Advisors, LLC is an adviser based in Auburn. It manages $48.26 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Georgia, and Texas.
Navam Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Navam Investment Advisors, LLC is $48.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Navam Investment Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Navam Investment Advisors, LLC performs its advisory services is located at 2037 Wrights Mill Road, Auburn, AL 36830 6919 The mailing address of the firm is P.O. Box 589, Auburn, AL 36831 0589. An additional office of the firm is in Columbus, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 334-826-1335 or by fax 334-826-1355. The normal business hours are 8:00 a.m.-4:00 p.m. cst on Monday - Friday. You can find more information about the New York firm at www.navamia.com.