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Thomas Michael Goodrich

NAVIGATE PRIVATE FUND ADVISORS LLC·BIRMINGHAM, Alabama
Series 65Clean record5 years registeredNAVIGATE PRIVATE FUND ADVISORS LLC
ONE INDEPENDENCE PLAZA, BIRMINGHAM, AL 35209CRD# 7365697Firm CRD# 313687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Michael Goodrich · BIRMINGHAM, AL
Registration
CRD #7365697 · NAVIGATE PRIVATE FUND ADVISORS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

NAVIGATE PRIVATE FUND ADVISORS LLC
Jun 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 7, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687 · SEC 801-121301
AUM
$6M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by NAVIGATE PRIVATE FUND ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at NAVIGATE PRIVATE FUND ADVISORS LLC →
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Frequently Asked Questions

What services does Thomas Michael Goodrich offer?
Thomas Michael Goodrich specializes in Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Thomas Michael Goodrich's credentials?
Thomas Michael Goodrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Michael Goodrich located?
Thomas Michael Goodrich is based in BIRMINGHAM, Alabama, working with NAVIGATE PRIVATE FUND ADVISORS LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Thomas Michael Goodrich charge for services?
Thomas Michael Goodrich's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATE PRIVATE FUND ADVISORS LLC?
NAVIGATE PRIVATE FUND ADVISORS LLC has approximately 3 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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