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Home > Retirement Planners > alabama > birmingham > NAVIGATE PRIVATE FUND ADVISORS LLC
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 |
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