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).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $228,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MN, OR, TX, UT, WA

Financial Advisors at Navalign, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Steve Trinh
CRD#: 6089623
Sherman Oaks, CA 91403

Steve Trinh (CRD# 6089623) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has over 6 years of experience in the finance industry.

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