NAVIGATE FINANCIAL LLC

999 E. Murray Holladay Rd
Suite 202
Salt Lake City, Utah 84117
Tel: 801-905-1644

About NAVIGATE FINANCIAL LLC

NAVIGATE FINANCIAL LLC, formally registered with the SEC as NAVIGATE FINANCIAL LLC. The firm was established in 06/01/2023. They have over 1 offices throughout the country.

NAVIGATE FINANCIAL LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $300,205,202 assets under management, offering retirement planning & investment advisory services to 237 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325945
SEC#	801-128078
Assets Managed by Firm	$300,205,202
No. of Clients	237
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	237	$300,205,202
Individuals (other than high net worth individuals)	98	$25,570,909
High net worth individuals	10	$15,421,994
Pension and profit sharing plans	47	$257,630,397
Corporations or other businesses	2	$1,581,902

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