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| Navigoe LLC
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|
|---|---|
| CRD # | 168716 |
| SEC # | 801-78471 |
| CIK # | |
| AUM | $316.6 MM (2024-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 888-596-4636 |
| Address | 417 Beryl Street Redondo Beach, CA 90277 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 26.0 |
| (b) Individuals (high net worth individuals) | 87 | 286.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 572 | 316.6 |
| By Discretionary | ||
| Discretionary | 566 | 314.6 |
| Non-Discretionary | 6 | 1.9 |
| Total | 572 | 316.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.6 | |
| Total | 572 | 316.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sagebroadview Wealth Management LLC
✚
|
CT | 0.3 |
|
Blue Water Wealth Inc
✚
|
OR | 0.3 |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 0.3 |
|
H L Ormond & Company LLC
✚
|
NC | 0.3 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.3 |
|
Familywealth Advisers LLC
✚
|
FL | 0.3 |
|
River Street Advisors LLC
✚
|
IL | 0.3 |
|
PhiloSmith Capital Corporation
✚
|
CT | 0.3 |
|
Snider Retirement Strategies Inc
✚
|
WA | 0.3 |
|
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |