REDONDO BEACH, CACRD 168716Latest ADV March 17, 2026
Navigoe, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redondo Beach, CA. Its latest Form ADV filing, dated March 17, 2026, reports $408M in regulatory assets under management, 3 employees, and 587 accounts.
Assets Under Management
$408M
Employees
3
Offices
--
Total Clients
156
Primary office
REDONDO BEACH, CA
417 BERYL STREET, REDONDO BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.9% of total clients.
Top client categories% of clientsClients
1
HNWI
60.9%
95
2
Individuals
38.5%
60
3
Pension Plans
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$408Mas of March 17, 2026
Discretionary100.0%
$408M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$408M
Total Accounts587
10Y AUM Change+$187M (+84.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee52:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.