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NAVIANT PARTNERS, LLC

CRD 339108 · SEC 801-134802

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314 MAGNOLIA AVENUE, STE 300, FAIRHOPE, AL, 36532, United States

Phone

(251) 725-9977

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$177.3M

Discretionary AUM

$177.3M

Team

11 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals73$22.7M
High net worth individuals57$152.1M

States served

AL, TX

All web addresses on file

Official SEC filing: View on IAPD