Navigate Financial LLC

Navigate Financial LLC (CRD# 325945) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $267,400,000 in 135 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
999 E. Murray Holladay Rd, Suite 202, Salt Lake City, UT 84117
https://www.linkedin.com/company/navigate-financial/
By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $1,980,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, TX, UT

Financial Advisors at Navigate Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin Driggs, financial advisor Salt Lake City UT
Benjamin W. Driggs
CRD#: 4558106
999 E. Murray Holladay Rd, Suite 202, Salt Lake City, UT 84117

Benjamin Driggs (CRD# 4558106) is an Investment Advisor Representative working at Navigate Financial LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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