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).
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Total Assets Under Management250MILLION
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Total Number of Accounts520ACCOUNTS
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Average Account Value$480,763
- A percentage of assets under your management
- 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
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.
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.