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NAVIGATE FINANCIAL LLC
CRD 325945 · SEC 801-128078
999 E. MURRAY HOLLADAY RD, SUITE 202, SALT LAKE CITY, UT, 84117, United States
Phone
801-905-1644
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.9M
Discretionary AUM
$79.6M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $40.5M |
| High net worth individuals | 6 | $9.5M |
| Pension/profit sharing plans | 38 | $286.5M |
| Corporations/business entities | 2 | $1.4M |
States served
UT, TX, NH
All web addresses on file
Official SEC filing: View on IAPD