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INVESTMENT NAVIGATION LLC
CRD 297883
3701 N. KEDZIE AVE, CHICAGO, IL, 60625, United States
Phone
773-509-0579
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$5.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $385K |
| High net worth individuals | 6 | $3.7M |
| Pension/profit sharing plans | 2 | $3.7M |
Official SEC filing: View on IAPD