NAVALIGN, LLC
CRD #119919 SEC #801-66206 ENCINO, CA 818-728-4500
SEC Registered
Total AUM
$655.6M
Discretionary
$655.6M
Employees
9
Clients
1
Accounts
1,845
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $655.6M | $655.6M | $0 | 9 | 9 |
| Mar 2025 | $655.6M | $655.6M | $0 | 9 | 9 |
| Nov 2024 | $553.7M | $553.7M | $0 | 9 | 8 |
| Mar 2024 | $553.7M | $553.7M | $0 | 9 | 8 |
| Sep 2023 | $438.7M | $438.7M | $0 | 8 | 6 |
| Mar 2023 | $438.7M | $438.7M | $0 | 8 | 6 |
| Oct 2022 | $490.5M | $490.5M | $0 | 9 | 8 |
| Aug 2022 | $490.5M | $490.5M | $0 | 9 | 8 |
| May 2022 | $490.5M | $490.5M | $0 | 9 | 8 |
| May 2022 | $490.5M | $490.5M | $0 | 9 | 8 |
| Apr 2022 | $490.5M | $490.5M | $0 | 9 | 8 |
| Mar 2022 | $490.5M | $490.5M | $0 | 9 | 8 |
| Mar 2021 | $404.9M | $404.9M | $0 | 9 | 8 |
| Jun 2020 | $356.2M | $356.2M | $0 | 7 | 7 |
| Mar 2020 | $356.2M | $356.2M | $0 | 7 | 7 |
| Oct 2019 | $170.3M | $170.3M | $0 | 7 | 0 |
| Apr 2019 | $170.3M | $170.3M | $0 | 7 | 0 |
| Jan 2019 | $170.3M | $170.3M | $0 | 7 | 0 |
| Aug 2018 | $159.2M | $159.2M | $0 | 6 | 0 |
| Aug 2018 | $159.2M | $159.2M | $0 | 6 | 0 |
| Aug 2018 | $159.2M | $159.2M | $0 | 6 | 0 |
| Jul 2018 | $123.6M | $123.6M | $0 | 4 | 0 |
| Mar 2018 | $123.6M | $123.6M | $0 | 4 | 0 |
| Jan 2018 | $123.6M | $123.6M | $0 | 4 | 0 |
| Apr 2017 | $100.9M | $100.9M | $0 | 4 | 105 |
| Mar 2017 | $100.9M | $100.9M | $0 | 4 | 105 |
| Mar 2016 | $113M | $113M | $0 | 4 | 111 |
| Mar 2015 | $112.5M | $112.5M | $0 | 4 | 106 |
| Mar 2015 | $112.5M | $112.5M | $0 | 4 | 106 |
| Mar 2014 | $101.1M | $101.1M | $0 | 4 | 106 |
| Oct 2013 | $95.4M | $95.4M | $0 | 4 | 106 |
| Feb 2013 | $95.4M | $95.4M | $0 | 4 | 106 |
| Jun 2012 | $90.8M | $90.8M | $0 | 1 | 106 |
| Jun 2012 | $90.8M | $90.8M | $0 | 1 | 106 |
| May 2012 | $77.9M | $77.9M | $0 | 1 | 106 |
| May 2012 | $77.9M | $77.9M | $0 | 1 | 106 |
| Mar 2012 | $77.9M | $77.9M | $0 | 1 | 106 |
| Mar 2012 | $77.9M | $77.9M | $0 | 1 | 106 |
| Dec 2011 | $75.3M | $72.5M | $2.9M | 1 | 101 |
| Nov 2011 | $75.3M | $72.5M | $2.9M | 1 | 101 |
| Mar 2011 | $75.3M | $72.5M | $2.9M | 5 | -- |
| Jul 2010 | $69M | $66.6M | $2.4M | 5 | -- |
| Mar 2010 | $69M | $66.6M | $2.4M | 5 | -- |
| Nov 2007 | $50M | $48M | $2M | 5 | -- |
| Nov 2007 | $50M | $48M | $2M | 5 | -- |
| Nov 2007 | $50M | $48M | $2M | 5 | -- |
| Mar 2007 | $50M | $48M | $2M | 5 | -- |
| Jan 2006 | $31.5M | $30M | $1.5M | 5 | -- |
| Jan 2006 | $31.5M | $30M | $1.5M | 5 | -- |
DateSep 2025
Total AUM$655.6M
Discretionary$655.6M
Non-Disc.$0
Employees9
Clients9
DateMar 2025
Total AUM$655.6M
Discretionary$655.6M
Non-Disc.$0
Employees9
Clients9
DateNov 2024
Total AUM$553.7M
Discretionary$553.7M
Non-Disc.$0
Employees9
Clients8
DateMar 2024
Total AUM$553.7M
Discretionary$553.7M
Non-Disc.$0
Employees9
Clients8
DateSep 2023
Total AUM$438.7M
Discretionary$438.7M
Non-Disc.$0
Employees8
Clients6
DateMar 2023
Total AUM$438.7M
Discretionary$438.7M
Non-Disc.$0
Employees8
Clients6
DateOct 2022
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients8
DateAug 2022
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients8
DateMay 2022
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients8
DateMay 2022
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients8
DateApr 2022
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients8
DateMar 2022
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees9
Clients8
DateMar 2021
Total AUM$404.9M
Discretionary$404.9M
Non-Disc.$0
Employees9
Clients8
DateJun 2020
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees7
Clients7
DateMar 2020
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees7
Clients7
DateOct 2019
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees4
Clients105
DateMar 2017
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees4
Clients105
DateMar 2016
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients111
DateMar 2015
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees4
Clients106
DateMar 2015
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees4
Clients106
DateMar 2014
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees4
Clients106
DateOct 2013
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees4
Clients106
DateFeb 2013
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees4
Clients106
DateJun 2012
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees1
Clients106
DateJun 2012
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees1
Clients106
DateMay 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients106
DateMay 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients106
DateMar 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients106
DateMar 2012
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees1
Clients106
DateDec 2011
Total AUM$75.3M
Discretionary$72.5M
Non-Disc.$2.9M
Employees1
Clients101
DateNov 2011
Total AUM$75.3M
Discretionary$72.5M
Non-Disc.$2.9M
Employees1
Clients101
DateMar 2011
Total AUM$75.3M
Discretionary$72.5M
Non-Disc.$2.9M
Employees5
Clients--
DateJul 2010
Total AUM$69M
Discretionary$66.6M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2010
Total AUM$69M
Discretionary$66.6M
Non-Disc.$2.4M
Employees5
Clients--
DateNov 2007
Total AUM$50M
Discretionary$48M
Non-Disc.$2M
Employees5
Clients--
DateNov 2007
Total AUM$50M
Discretionary$48M
Non-Disc.$2M
Employees5
Clients--
DateNov 2007
Total AUM$50M
Discretionary$48M
Non-Disc.$2M
Employees5
Clients--
DateMar 2007
Total AUM$50M
Discretionary$48M
Non-Disc.$2M
Employees5
Clients--
DateJan 2006
Total AUM$31.5M
Discretionary$30M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2006
Total AUM$31.5M
Discretionary$30M
Non-Disc.$1.5M
Employees5
Clients--