|
⚲
|
| Navigate 401K LLC
✚
| |
|---|---|
| CRD # | 309466 |
| SEC # | 801-119101 |
| CIK # | |
| AUM | $132.0 MM (2024-05-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 205-224-9502 |
| Address | One Independence Plaza Birmingham, AL 35209 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 132.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 132.0 |
| By Discretionary | ||
| Discretionary | 11 | 132.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 132.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.0 | |
| Total | 11 | 132.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Genesia Investments LLC
✚
|
SC | 0.2 |
|
STF Management LP
✚
|
TX | 0.2 |
|
Sherman Portfolios LLC
✚
|
ID | 0.2 |
|
Allied Asset Advisors Inc
✚
|
IL | 0.2 |
|
Chadler Investment Advisory Solutions LLC
✚
|
NJ | 0.1 |
|
Equbot Inc
✚
|
CA | 0.1 |
|
Candide Group LLC
✚
|
CA | 0.1 |
|
Marketdesk Indices LLC
✚
|
MO | 0.1 |
|
Dynamic Wealth Group LLC
✚
|
NV | 0.1 |
|
CBIZ Financial Solutions Inc
✚
|
OH | 0.0 |