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Building 2NAVIGOE, LLC

Map pinREDONDO BEACH, CA
Phone888-596-4636
NotebookSEC #801-78471
Total AUM
$407.8M
Employees
3
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 BERYL STREET
REDONDO BEACH
CA 90277
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
888-596-4636

ReceiptFinancials

Total AUM
$407.8M
Accounts
587
Discretionary
$407.8M
Accounts
587
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$31M
HNW Individual Clients
95
AUM
$371.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAOR

HandshakeAffiliates

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

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