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).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $346,591
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
  • 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, NV, OH

Financial Advisors at Navigoe, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eric S. Toya
CRD#: 2827008
417 Beryl Street, Redondo Beach, CA 90277
96
Wealthminder
score

Eric Toya (CRD# 2827008) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 19 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.

2
Donald W. Hance
CRD#: 6314528
417 Beryl Street, Redondo Beach, CA 90277
91
Wealthminder
score

Donald Hance (CRD# 6314528) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has 1 year 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.

3
Tyler R. Smith
CRD#: 6417619
417 Beryl Street, Redondo Beach, CA 90277
88
Wealthminder
score

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.

4
Scott A. Leonard
CRD#: 2218530
417 Beryl Street, Redondo Beach, CA 90277
76
Wealthminder
score

Scott Leonard (CRD# 2218530) is an Investment Advisor Representative working at Navigoe, LLC in Redondo Beach, CA and has over 24 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.

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