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NAVIGOE, LLC
CRD 168716 · SEC 801-78471
417 BERYL STREET, REDONDO BEACH, CA, 90277, United States
Phone
888-596-4636
Fax
310-861-1755
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$407.8M
Discretionary AUM
$407.8M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $31.0M |
| High net worth individuals | 95 | $371.2M |
| Pension/profit sharing plans | 1 | $5.5M |
States served
AZ, CA, OR
All web addresses on file
Official SEC filing: View on IAPD