NAVIGATE FINANCIAL LLC

NAVIGATE FINANCIAL LLC is an SEC-registered investment adviser (CRD 168711). Regulatory assets under management: $41.3M.

Registration

• CRD: 168711
• Type: Registered investment adviser
• Phone: 949-831-3899
• Latest filing: 2026-03-17
• Regulatory AUM: $41.3M
• Discretionary AUM: $41.3M
• Clients: 1
• Accounts: 124

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168711 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search