|
⚲
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| Navigate Financial LLC
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| |
|---|---|
| CRD # | 325945 |
| SEC # | 801-128078 |
| CIK # | |
| AUM | $267.4 MM (2024-03-15) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 801-905-1644 |
| Address | 999 E Murray Holladay Rd Salt Lake City, UT 84117 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 26.2 |
| (b) Individuals (high net worth individuals) | 4 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 235.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 135 | 267.4 |
| By Discretionary | ||
| Discretionary | 104 | 56.4 |
| Non-Discretionary | 31 | 211.0 |
| Total | 135 | 267.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.4 | |
| Total | 135 | 267.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthview Capital LLC
✚
|
MS | 0.3 |
|
Springvest Wealth Management LLC
✚
|
TX | 0.3 |
|
Castleview Partners LLC
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|
TX | 0.3 |
|
Coulter & Justus Financial Services LLC
✚
|
TN | 0.3 |
|
Stewardship Advisory Group LLC
✚
|
FL | 0.3 |
|
Braeburn Wealth Management LLC
✚
|
MI | 0.3 |
|
Redwood Private Wealth LLC
✚
|
AZ | 0.3 |
|
Entrust Financial LLC
✚
|
PA | 0.3 |
|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
|
The Stolper Company LLC
✚
|
OK | 0.3 |