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NAVIGATE 401K, LLC
NAVIGATE 401K, LLC
BIRMINGHAM, Alabama
·
3 registered advisors
·
CRD# 309466
SEC# 801-119101
1
205-224-9502
01
Firm Overview
AUM
$132M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Wealth Management
04
Advisors at NAVIGATE 401K, LLC
3 registered advisors
Caleb Ryan Hopkins
BIRMINGHAM, Alabama
CRD# 5847819
Christopher Nagel Hussar
BIRMINGHAM, Alabama
CRD# 4356304
Justin Ross Ladden
BIRMINGHAM, Alabama
CRD# 5364628
05
Office Locations
BIRMINGHAM, Alabama
3 advisors
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Data sourced from SEC Form ADV filings. NAVIGATE 401K, LLC (CRD# 309466) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.