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NAVALIGN, LLC
CRD 119919 · SEC 801-66206
15910 VENTURA BLVD, SUITE 1605, ENCINO, CA, 91436, United States
Phone
818-728-4500
Fax
818-728-4556
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$731.9M
Discretionary AUM
$731.9M
Team
10 total employees; 8 advisory reps; 19 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 439 | $137.8M |
| High net worth individuals | 241 | $530.4M |
| Pension/profit sharing plans | 32 | $58.7M |
| Charitable organizations | 1 | $428K |
| Corporations/business entities | 3 | $4.6M |
States served
AZ, CA, CO, IL, LA, MA, MN, NV, NJ, NY, NC, OR, PA, TN, UT, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD