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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