INVESTMENT NAVIGATION LLC

INVESTMENT NAVIGATION LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 297883). Regulatory assets under management: $7.8M.

Registration

• CRD: 297883
• Type: Registered investment adviser
• Location: 3701 N. KEDZIE AVE, CHICAGO, IL, 60625
• Phone: 773-509-0579
• Latest filing: 2026-03-23
• Regulatory AUM: $7.8M
• Discretionary AUM: $5.2M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search