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Home > Retirement Planners > california > encino > NAVALIGN, LLC
NAVALIGN, LLC
15910 Ventura Blvd
Suite 1605
Encino, California 91436
Tel: 818-728-4500
About NAVALIGN, LLC
NAVALIGN, LLC, formally registered with the SEC as NAVALIGN, LLC. The firm was established in 01/30/2006. They have over 1 offices throughout the country.
NAVALIGN, LLC is a Encino, California based Financial Planning firm with nearly $553,684,830 assets under management, offering retirement planning & investment advisory services to 1685 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119919 |
| SEC# | 801-66206 |
| Assets Managed by Firm | $553,684,830 |
| No. of Clients | 1685 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1685 | $553,684,830 |
| Individuals (other than high net worth individuals) | 468 | $113,863,382 |
| High net worth individuals | 205 | $389,842,423 |
| Pension and profit sharing plans | 37 | $49,979,025 |
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