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Navarro Asset Management, LLC CRD 318323
$94.8K regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1900 E. Golf Road Suite 950, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-11 |
| IL | RA | APPROVED | 2022-11-10 |
Branch Locations
1900 E. Golf Road Suite 950, Schaumburg, IL 60173 • United States
South Barrington, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navarro Asset Management, Llc | South Barrington | IL | 03/2022 | Present |
| Mcdonald's | Oak Brook | IL | 01/2011 | 09/2017 |
| Kocoon Investments, Llc | South Barrington | IL | 02/2014 | Present |
Kocoon Investments, LLC; investment-related; 32 Forest Ln, South Barrington, IL 60010; financial investment; Managing Director; started 02/2014; approximately 20 hours per month, 1 hour during securities trading hours; Managing Director for family LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-30 |
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