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NAVALIGN, LLC
NAVALIGN, LLC
ENCINO, California
·
4 registered advisors
·
CRD# 119919
SEC# 801-66206
0
818-728-4500
01
Firm Overview
AUM
$554M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NAVALIGN, LLC
4 registered advisors
Christopher Matthew Carter
ENCINO, California
CRD# 2634517
David William Jacobs
ENCINO, California
CRD# 2986626
Matthew J Stadelman
ENCINO, California
CRD# 5037192
Stephen Edward Rischall
ENCINO, California
CRD# 5215325
05
Office Locations
ENCINO, California
4 advisors
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Data sourced from SEC Form ADV filings. NAVALIGN, LLC (CRD# 119919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.