NAVIGATE FINANCIAL LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 325945). Regulatory assets under management: $337.9M.
Compensation: % of AUM, Hourly, Fixed, Subscription.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Benjamin West Driggs | MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Tiffany Smith | MEMBER | — |
| Karkanen Nicholas | CHIEF COMPLIANCE OFFICER | — |
| DRIGGS BENJAMIN WEST | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SMITH TIFFANY | MANAGING MEMBER; MEMBER | — |