NAVIGATION GROUP LLC
CRD #130982 SEC #801-110408 REDWOOD SHORES, CA 650-595-1700
SEC Registered
Total AUM
$927.5M
Discretionary
$927.5M
Employees
6
Clients
10
Accounts
426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $927.5M | $927.5M | $0 | 6 | 4 |
| Apr 2024 | $644.2M | $644.2M | $0 | 6 | 5 |
| Mar 2024 | $644.2M | $644.2M | $0 | 6 | 5 |
| Mar 2023 | $586.8M | $586.8M | $0 | 6 | 5 |
| Mar 2023 | $586.8M | $586.8M | $0 | 6 | 5 |
| Mar 2023 | $586.8M | $586.8M | $0 | 6 | 5 |
| Mar 2022 | $643.9M | $643.9M | $0 | 4 | 5 |
| Mar 2021 | $480.8M | $480.8M | $0 | 4 | 0 |
| Jun 2020 | $490.9M | $458M | $32.9M | 4 | 0 |
| Mar 2020 | $490.9M | $458M | $32.9M | 4 | 0 |
| Mar 2019 | $369.5M | $349.4M | $20.1M | 4 | 0 |
| Apr 2018 | $398.8M | $366.9M | $31.8M | 4 | 0 |
| Mar 2018 | $398.8M | $366.9M | $31.8M | 4 | 0 |
| Jun 2017 | $340.6M | $331.5M | $9.1M | 7 | 1 |
| Apr 2017 | $340.6M | $331.5M | $9.1M | 7 | 1 |
| Apr 2017 | $340.6M | $331.5M | $9.1M | 7 | 1 |
DateApr 2025
Total AUM$927.5M
Discretionary$927.5M
Non-Disc.$0
Employees6
Clients4
DateApr 2024
Total AUM$644.2M
Discretionary$644.2M
Non-Disc.$0
Employees6
Clients5
DateMar 2024
Total AUM$644.2M
Discretionary$644.2M
Non-Disc.$0
Employees6
Clients5
DateMar 2023
Total AUM$586.8M
Discretionary$586.8M
Non-Disc.$0
Employees6
Clients5
DateMar 2023
Total AUM$586.8M
Discretionary$586.8M
Non-Disc.$0
Employees6
Clients5
DateMar 2023
Total AUM$586.8M
Discretionary$586.8M
Non-Disc.$0
Employees6
Clients5
DateMar 2022
Total AUM$643.9M
Discretionary$643.9M
Non-Disc.$0
Employees4
Clients5
DateMar 2021
Total AUM$480.8M
Discretionary$480.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$490.9M
Discretionary$458M
Non-Disc.$32.9M
Employees4
Clients0
DateMar 2020
Total AUM$490.9M
Discretionary$458M
Non-Disc.$32.9M
Employees4
Clients0
DateMar 2019
Total AUM$369.5M
Discretionary$349.4M
Non-Disc.$20.1M
Employees4
Clients0
DateApr 2018
Total AUM$398.8M
Discretionary$366.9M
Non-Disc.$31.8M
Employees4
Clients0
DateMar 2018
Total AUM$398.8M
Discretionary$366.9M
Non-Disc.$31.8M
Employees4
Clients0
DateJun 2017
Total AUM$340.6M
Discretionary$331.5M
Non-Disc.$9.1M
Employees7
Clients1
DateApr 2017
Total AUM$340.6M
Discretionary$331.5M
Non-Disc.$9.1M
Employees7
Clients1
DateApr 2017
Total AUM$340.6M
Discretionary$331.5M
Non-Disc.$9.1M
Employees7
Clients1