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Scott Alan Leonard

NAVIGOE, LLC·REDONDO BEACH, California
Unclaimed Profile
417 BERYL STREET, REDONDO BEACH, CA 90277CRD# 2218530Firm CRD# 168716
01

About

Scott Alan Leonard is a registered financial advisor based in REDONDO BEACH, California, affiliated with NAVIGOE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVIGOE, LLC
NAVIGOE, LLC
AUM
$317M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NAVIGOE, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2218530
Firm CRD# 168716
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Alan Leonard offer?
Scott Alan Leonard specializes in Financial Planning, Investment Management. Contact their office in REDONDO BEACH, California for a consultation.
What are Scott Alan Leonard's credentials?
Scott Alan Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Alan Leonard located?
Scott Alan Leonard is based in REDONDO BEACH, California, working with NAVIGOE, LLC. Their office serves clients in the REDONDO BEACH metropolitan area and surrounding communities.
How does Scott Alan Leonard charge for services?
Scott Alan Leonard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGOE, LLC?
NAVIGOE, LLC has approximately 3 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in REDONDO BEACH
Andrew Paul Nelson — BERYL CAPITAL MANAGEMENT, LLCEric Seiji Toya — NAVIGOE, LLCDeanna Wahl — THE INVESTMENT HOUSE LLCJill Nmn Rosenwald — ROSENWALD CAPITAL MANAGEMENT, INC.Timothy John Wahl — THE INVESTMENT HOUSE LLC
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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