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Navigate Financial LLC

● SEC registered since 2023CRD 325945SEC# 801-128078Salt Lake City, UT
Export (members)
Reg. AUM
$300.2M
Employees
2
Accounts
237
Location
Salt Lake City, UT

Navigate Financial LLC assets under management

Navigate Financial LLC is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2023. It reports $300.2 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/navigate-financialView on SEC.gov ↗

Navigate Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin West Driggs ControlMember & Chief Compliance Officer50-75%2023
Tiffany Smith ControlMember50-75%2023

Frequently asked questions

How much does Navigate Financial LLC manage?

Navigate Financial LLC reports $300.2 million in regulatory assets under management on its Form ADV.

How many employees does Navigate Financial LLC have?

Navigate Financial LLC reports 2 employees.

Where is Navigate Financial LLC located?

Navigate Financial LLC is based in Salt Lake City, UT and has been SEC-registered since 2023.

Does Navigate Financial LLC disclose fund performance?

Navigate Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address999 E. Murray Holladay Rd, Suite 202, Salt Lake City, UT 84117
Phone801-905-1644
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$69.5M
Non-discretionary$230.7M
Total (RAUM)$300.2M