NAVIGATE FINANCIAL LLC
Salt Lake City, United States · CRD 325945
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$337.9m
- Main clients (by assets)Pension plans 85%, Individuals 12%, High net worth individuals 3%
- Form ADV · 2026-01-30SEC adviser record
- Kindinstitutions
- Others nearbySalt Lake City, UT
As an employer
- Staff (Form ADV)3 · 3 in investment roles
- Offices in1 country