NAVIGATE FINANCIAL LLC
CRD #325945 SEC #801-128078 SALT LAKE CITY, UT 801-905-1644
SEC Registered
Total AUM
$300.2M
Discretionary
$69.5M
Employees
2
Clients
101
Accounts
237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $300.2M | $69.5M | $230.7M | 2 | 0 |
| Sep 2024 | $268.4M | $50.2M | $218.2M | 2 | 0 |
| Mar 2024 | $267.4M | $56.4M | $211M | 2 | 2 |
| Jul 2023 | $255.3M | $53.1M | $202.2M | 1 | 0 |
| Jun 2023 | $0 | $0 | $0 | 1 | 0 |
| May 2023 | $0 | $0 | $0 | 1 | 0 |
| May 2023 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$300.2M
Discretionary$69.5M
Non-Disc.$230.7M
Employees2
Clients0
DateSep 2024
Total AUM$268.4M
Discretionary$50.2M
Non-Disc.$218.2M
Employees2
Clients0
DateMar 2024
Total AUM$267.4M
Discretionary$56.4M
Non-Disc.$211M
Employees2
Clients2
DateJul 2023
Total AUM$255.3M
Discretionary$53.1M
Non-Disc.$202.2M
Employees1
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0