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NAVIGATE 401K, LLC

CRD 309466 · SEC 801-119101

Visit website

2850 19TH STREET SOUTH, SUITE 350, BIRMINGHAM, AL, 35209, United States

Phone

205-224-9502

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$317.9M

Discretionary AUM

$317.9M

Team

4 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Pension/profit sharing plans80$317.9M

States served

AL, TN, TX

All web addresses on file

Official SEC filing: View on IAPD