Navalign, LLC
Navalign, LLC (CRD# 119919) is a financial advisory firm headquartered in Encino, CA. They manage $170,278,398 in 746 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management170MILLION
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Total Number of Accounts746ACCOUNTS
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Average Account Value$228,255
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, IL, MN, OR, TX, UT, WA
Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has over 22 years of experience in the finance industry.
Andrew Gilmour (CRD# 6090005) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
James Gilmour (CRD# 6095608) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Jonathan Gilmour (CRD# 6104035) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Steven Gilmour (CRD# 6090036) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Kevin Hawley (CRD# 5686349) is an Investment Advisor Representative working at Navalign, LLC in Santa Monica, CA and has over 9 years of experience in the finance industry.
David Jacobs (CRD# 2986626) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 21 years of experience in the finance industry.
Stephen Rischall is an award winning fiduciary financial planner and founder at Navalign Wealth Partners. He has been featured in the Wall Street Journal, Los Angeles Times, InvestmentNews and more. Stephen is an expert financial planner for entertainment industry professionals and business owners.
Matt Stadelman (CRD# 5642946) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 9 years of experience in the finance industry.
Matthew Taylor (CRD# 5287802) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.