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NAVIGATION GROUP LLC
3 Lagoon Drive
Suite 110
Redwood Shores, California 94065
Tel: 650-595-1700
About NAVIGATION GROUP LLC
NAVIGATION GROUP LLC, formally registered with the SEC as NAVIGATION GROUP LLC. The firm was established in 04/28/2017. They have over 1 offices throughout the country.
NAVIGATION GROUP LLC is a Redwood Shores, California based Financial Planning firm with nearly $644,159,328 assets under management, offering retirement planning & investment advisory services to 907 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130982 |
| SEC# | 801-110408 |
| Assets Managed by Firm | $644,159,328 |
| No. of Clients | 907 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 907 | $644,159,328 |
| Individuals (other than high net worth individuals) | 173 | $116,357,165 |
| High net worth individuals | 128 | $513,849,417 |
| Pension and profit sharing plans | 3 | $12,471,433 |
| Corporations or other businesses | 4 | $1,481,313 |
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