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Building 2NAVIGATE FINANCIAL LLC

Map pinSALT LAKE CITY, UT
Phone801-905-1644
NotebookSEC #801-128078
Total AUM
$337.9M
Employees
3
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 E. MURRAY HOLLADAY RD
SUITE 202
SALT LAKE CITY
UT 84117
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
801-905-1644

ReceiptFinancials

Total AUM
$337.9M
Accounts
278
Discretionary
$79.6M
Accounts
256
Non-Discretionary
$258.3M
Accounts
22

ContactClients

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Individual Clients
115
AUM
$40.5M
HNW Individual Clients
6
AUM
$9.5M
Pension/Profit Sharing Plan Clients
38
AUM
$286.5M
Corporation or Business Clients
2
AUM
$1.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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