1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NAVIGATE 401K, LLC

Map pinBIRMINGHAM, AL
Phone205-224-9502
NotebookSEC #801-119101
Total AUM
$317.9M
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2850 19TH STREET SOUTH
SUITE 350
BIRMINGHAM
AL 35209
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
205-224-9502
Other Offices
1

ReceiptFinancials

Total AUM
$317.9M
Accounts
80
Discretionary
$317.9M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pension/Profit Sharing Plan Clients
80
AUM
$317.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account