NAVIGATE 401K, LLC
SEC Form ADV profile.
Total regulatory AUM
$317,893,600
Discretionary
$317,893,600
Non-discretionary
$0
Firm details
- CRD number
- 309466
- SEC file number
- 801-119101
- Main office
- BIRMINGHAM, AL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.navigate401k.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.