NAVIGOE, LLC
CRD #168716 SEC #801-78471 REDONDO BEACH, CA 888-596-4636
SEC Registered
Total AUM
$341.8M
Discretionary
$341.8M
Employees
3
Clients
101
Accounts
588
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $341.8M | $341.8M | $0 | 3 | 0 |
| Jun 2025 | $341.8M | $341.8M | $0 | 3 | 0 |
| Jun 2025 | $341.8M | $341.8M | $0 | 3 | 0 |
| Mar 2025 | $341.8M | $341.8M | $0 | 3 | 0 |
| Mar 2024 | $316.6M | $314.6M | $1.9M | 3 | 0 |
| Mar 2023 | $283.4M | $281.8M | $1.6M | 4 | 0 |
| Aug 2022 | $306.6M | $304.9M | $1.7M | 4 | 0 |
| Mar 2022 | $306.6M | $304.9M | $1.7M | 4 | 0 |
| Sep 2021 | $254M | $252.6M | $1.4M | 4 | 0 |
| Sep 2021 | $254M | $252.6M | $1.4M | 4 | 0 |
| Aug 2021 | $254M | $252.6M | $1.4M | 4 | 0 |
| Mar 2021 | $254M | $252.6M | $1.4M | 4 | 0 |
| Sep 2020 | $250M | $248.9M | $1.1M | 4 | 1 |
| Jun 2020 | $250M | $248.9M | $1.1M | 4 | 1 |
| Mar 2020 | $250M | $248.9M | $1.1M | 4 | 1 |
| Mar 2019 | $232.2M | $231.4M | $832K | 3 | 5 |
| May 2018 | $253.2M | $247.8M | $5.4M | 4 | 2 |
| Mar 2018 | $253.2M | $247.8M | $5.4M | 4 | 2 |
| Mar 2017 | $220.9M | $183M | $37.9M | 4 | 100 |
| Nov 2016 | $213.5M | $203M | $10.5M | 4 | 100 |
| Mar 2016 | $213.5M | $203M | $10.5M | 4 | 100 |
| Mar 2015 | $214M | $200.5M | $13.5M | 4 | 100 |
| Oct 2014 | $207.8M | $196.1M | $11.7M | 2 | 100 |
| Aug 2014 | $207.8M | $196.1M | $11.7M | 2 | 100 |
| May 2014 | $207.8M | $196.1M | $11.7M | 2 | 100 |
| Mar 2014 | $207.8M | $196.1M | $11.7M | 2 | 100 |
| Mar 2014 | $207.8M | $196.1M | $11.7M | 2 | 100 |
| Jan 2014 | $211.8M | $200.2M | $11.7M | 2 | 0 |
| Dec 2013 | $211.8M | $200.2M | $11.7M | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$341.8M
Discretionary$341.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$316.6M
Discretionary$314.6M
Non-Disc.$1.9M
Employees3
Clients0
DateMar 2023
Total AUM$283.4M
Discretionary$281.8M
Non-Disc.$1.6M
Employees4
Clients0
DateAug 2022
Total AUM$306.6M
Discretionary$304.9M
Non-Disc.$1.7M
Employees4
Clients0
DateMar 2022
Total AUM$306.6M
Discretionary$304.9M
Non-Disc.$1.7M
Employees4
Clients0
DateSep 2021
Total AUM$254M
Discretionary$252.6M
Non-Disc.$1.4M
Employees4
Clients0
DateSep 2021
Total AUM$254M
Discretionary$252.6M
Non-Disc.$1.4M
Employees4
Clients0
DateAug 2021
Total AUM$254M
Discretionary$252.6M
Non-Disc.$1.4M
Employees4
Clients0
DateMar 2021
Total AUM$254M
Discretionary$252.6M
Non-Disc.$1.4M
Employees4
Clients0
DateSep 2020
Total AUM$250M
Discretionary$248.9M
Non-Disc.$1.1M
Employees4
Clients1
DateJun 2020
Total AUM$250M
Discretionary$248.9M
Non-Disc.$1.1M
Employees4
Clients1
DateMar 2020
Total AUM$250M
Discretionary$248.9M
Non-Disc.$1.1M
Employees4
Clients1
DateMar 2019
Total AUM$232.2M
Discretionary$231.4M
Non-Disc.$832K
Employees3
Clients5
DateMay 2018
Total AUM$253.2M
Discretionary$247.8M
Non-Disc.$5.4M
Employees4
Clients2
DateMar 2018
Total AUM$253.2M
Discretionary$247.8M
Non-Disc.$5.4M
Employees4
Clients2
DateMar 2017
Total AUM$220.9M
Discretionary$183M
Non-Disc.$37.9M
Employees4
Clients100
DateNov 2016
Total AUM$213.5M
Discretionary$203M
Non-Disc.$10.5M
Employees4
Clients100
DateMar 2016
Total AUM$213.5M
Discretionary$203M
Non-Disc.$10.5M
Employees4
Clients100
DateMar 2015
Total AUM$214M
Discretionary$200.5M
Non-Disc.$13.5M
Employees4
Clients100
DateOct 2014
Total AUM$207.8M
Discretionary$196.1M
Non-Disc.$11.7M
Employees2
Clients100
DateAug 2014
Total AUM$207.8M
Discretionary$196.1M
Non-Disc.$11.7M
Employees2
Clients100
DateMay 2014
Total AUM$207.8M
Discretionary$196.1M
Non-Disc.$11.7M
Employees2
Clients100
DateMar 2014
Total AUM$207.8M
Discretionary$196.1M
Non-Disc.$11.7M
Employees2
Clients100
DateMar 2014
Total AUM$207.8M
Discretionary$196.1M
Non-Disc.$11.7M
Employees2
Clients100
DateJan 2014
Total AUM$211.8M
Discretionary$200.2M
Non-Disc.$11.7M
Employees2
Clients0
DateDec 2013
Total AUM$211.8M
Discretionary$200.2M
Non-Disc.$11.7M
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0