NAVIGATE WEALTH MANAGEMENT, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 173770). Regulatory assets under management: $429.6M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Caleb Ryan Hopkins | PRINCIPAL | — |
| Carl Johan Grahs | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| GRAHS CARL JOHAN | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| HOPKINS CALEB RYAN | PRINCIPAL | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BIRMINGHAM | AL | 1 | 2052249500 |
| BIRMINGHAM | AL | 1 | 2052596447 |