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Home > Retirement Planners > alabama > birmingham > NAVIGATE 401K, LLC
NAVIGATE 401K, LLC
One Independence Plaza
Suite 816
Birmingham, Alabama 35209
Tel: 205-224-9502
About NAVIGATE 401K, LLC
NAVIGATE 401K, LLC, formally registered with the SEC as NAVIGATE 401K, LLC. The firm was established in 07/21/2020. They have over 2 offices throughout the country.
NAVIGATE 401K, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $258,930,541 assets under management, offering retirement planning & investment advisory services to 73 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309466 |
| SEC# | 801-119101 |
| Assets Managed by Firm | $258,930,541 |
| No. of Clients | 73 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 73 | $258,930,541 |
| Pension and profit sharing plans | 73 | $258,930,541 |
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