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| Keyboard |
| Navigoe LLC
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|---|---|
| CRD # | 168716 |
| SEC # | 801-78471 |
| CIK # | 0002056100 |
| AUM | 407.8 M (2026-05-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-596-4636 |
| Address | 417 Beryl Street Redondo Beach, CA 90277 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 4.2 | ||
| Facebook Inc | 1.2 | ||
| Amgen Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| KB Home | 0.4 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 31.0 |
| (b) Individuals (high net worth individuals) | 95 | 371.2 |
| (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 | 1 | 5.5 |
| (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 | 587 | 407.8 |
| By Discretionary | ||
| Discretionary | 587 | 407.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 407.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.8 | |
| Total | 587 | 407.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056100] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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