NAVIGATE PRIVATE FUND ADVISORS LLC

One Independence Plaza
Suite 816
Birmingham, Alabama 35209
Tel: 610-761-5671

About NAVIGATE PRIVATE FUND ADVISORS LLC

NAVIGATE PRIVATE FUND ADVISORS LLC, formally registered with the SEC as NAVIGATE PRIVATE FUND ADVISORS LLC. The firm was established in 05/26/2021. They have over 1 offices throughout the country.

NAVIGATE PRIVATE FUND ADVISORS LLC is a Birmingham, Alabama based Financial Planning firm with nearly $6,250,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313687
SEC#	801-121301
Assets Managed by Firm	$6,250,000
No. of Clients	1
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$6,250,000

More Retirement Planning firms in Birmingham, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Birmingham, Alabama

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.