Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > redondo beach > NAVIGOE, LLC
NAVIGOE, LLC
417 Beryl Street
Redondo Beach, California 90277
Tel: 888-596-4636
About NAVIGOE, LLC
NAVIGOE, LLC, formally registered with the SEC as NAVIGOE, LLC. The firm was established in 08/30/2013. They have over 1 offices throughout the country.
NAVIGOE, LLC is a Redondo Beach, California based Financial Planning firm with nearly $316,563,600 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168716 |
| SEC# | 801-78471 |
| Assets Managed by Firm | $316,563,600 |
| No. of Clients | 572 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 572 | $316,563,600 |
| Individuals (other than high net worth individuals) | 57 | $25,978,299 |
| High net worth individuals | 87 | $286,380,306 |
| Pension and profit sharing plans | 1 | $4,204,995 |
More Retirement Planning firms in Redondo Beach, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Redondo Beach, California