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NAVIGATION GROUP LLC
CRD 130982 · SEC 801-110408
3 LAGOON DRIVE, SUITE 110, REDWOOD SHORES, CA, 94065, United States
Phone
650-595-1700
Fax
650-595-1767
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$985.8M
Team
6 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $43.3M |
| High net worth individuals | 254 | $887.0M |
| Pension/profit sharing plans | 6 | $19.3M |
| Charitable organizations | 3 | $6.1M |
| Corporations/business entities | 3 | $56.4M |
States served
CA, NY, OR, WA, FL
All web addresses on file
Official SEC filing: View on IAPD