NAVIGATE 401K, LLC
CRD #309466 SEC #801-119101 BIRMINGHAM, AL 205-224-9502
SEC Registered
Total AUM
$258.9M
Discretionary
$258.9M
Employees
3
Clients
--
Accounts
73
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $258.9M | $258.9M | $0 | 3 | 73 |
| Sep 2025 | $258.9M | $258.9M | $0 | 3 | 73 |
| Feb 2025 | $258.9M | $258.9M | $0 | 3 | 73 |
| May 2024 | $132M | $132M | $0 | 3 | 11 |
| Mar 2024 | $132M | $132M | $0 | 2 | 11 |
| Mar 2023 | $75M | $75M | $0 | 3 | 6 |
| Mar 2022 | $72.1M | $72.1M | $0 | 2 | 4 |
| Jan 2022 | $58.1M | $58.1M | $0 | 2 | 1 |
| Mar 2021 | $58.1M | $58.1M | $0 | 2 | 1 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees3
Clients73
DateSep 2025
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees3
Clients73
DateFeb 2025
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees3
Clients73
DateMay 2024
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients11
DateMar 2024
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees2
Clients11
DateMar 2023
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees3
Clients6
DateMar 2022
Total AUM$72.1M
Discretionary$72.1M
Non-Disc.$0
Employees2
Clients4
DateJan 2022
Total AUM$58.1M
Discretionary$58.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2021
Total AUM$58.1M
Discretionary$58.1M
Non-Disc.$0
Employees2
Clients1
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0