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Building 2NAVALIGN, LLC

Map pinENCINO, CA
Phone818-728-4500
NotebookSEC #801-66206
Total AUM
$731.9M
Employees
10
Clients
716

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15910 VENTURA BLVD
SUITE 1605
ENCINO
CA 91436
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
818-728-4500

ReceiptFinancials

Total AUM
$731.9M
Accounts
1,906
Discretionary
$731.9M
Accounts
1,906
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
439
AUM
$137.8M
HNW Individual Clients
241
AUM
$530.4M
Pension/Profit Sharing Plan Clients
32
AUM
$58.7M
Charitable Organization Clients
1
AUM
$428.2K
Corporation or Business Clients
3
AUM
$4.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMAMNNCNJNVNYORPATNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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