Navigoe, LLC
Navigoe, LLC (CRD# 168716) is a financial advisory firm headquartered in Redondo Beach, CA. They manage $213,500,000 in 616 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management214MILLION
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Total Number of Accounts616ACCOUNTS
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Average Account Value$346,591
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NV, OH
Eric Toya (CRD# 2827008) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 20 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.
Donald Hance (CRD# 6314528) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 2 years of experience in the finance industry. Donald Hance 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.
Tyler Smith (CRD# 6417619) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 2 years of experience in the finance industry.
Scott Leonard (CRD# 2218530) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 25 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.