Assets Under Management
$655.6M
Number of Clients
714
Number of Advisors
6
Average Client AUM
$918K
AUM per Advisor
$109.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Navalign, LLC offers asset management, financial planning & consulting, and pension consulting services. They tailor investment strategies to client needs, emphasizing communication and understanding client goals. They utilize fundamental analysis and various investment strategies like long-term purchases and trading.
15910 Ventura Blvd, Suite 1605, Encino, CA, 91436