Navigoe, LLC

Navigoe, LLC (CRD# 168716) is a financial advisory firm headquartered in Redondo Beach, CA. They manage $249,996,780 in 520 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $480,763
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Navigoe, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott A. Leonard
CRD#: 2218530
417 Beryl Street, Redondo Beach, CA 90277

Scott Leonard (CRD# 2218530) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 28 years of experience in the finance industry. Scott Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Eric S. Toya
CRD#: 2827008
417 Beryl Street, Redondo Beach, CA 90277

Eric Toya (CRD# 2827008) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 23 years of experience in the finance industry. Eric Toya has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.