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NAVIGATE WEALTH MANAGEMENT, LLC
NAVIGATE WEALTH MANAGEMENT, LLC
BIRMINGHAM, Alabama
·
1 registered advisor
·
CRD# 173770
SEC# 801-114048
2
205-224-9500
01
Firm Overview
AUM
$294M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUBADVISER FEE
03
Specialties
Financial Planning
Investment Management
04
Advisors at NAVIGATE WEALTH MANAGEMENT, LLC
1 registered advisor
Carl Johan Grahs
BIRMINGHAM, Alabama
CRD# 4817261
05
Office Locations
BIRMINGHAM, Alabama
1 advisor
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Data sourced from SEC Form ADV filings. NAVIGATE WEALTH MANAGEMENT, LLC (CRD# 173770) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.