NAVIGATE FINANCIAL LLC
SEC Form ADV profile.
Total regulatory AUM
$337,932,563
Discretionary
$79,632,672
Non-discretionary
$258,299,891
Firm details
- CRD number
- 325945
- SEC file number
- 801-128078
- Main office
- SALT LAKE CITY, UT, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Subscription Fixed fees
As of October 2026.