I
CRD: 297883
Investment Navigation LLC
Chicago, IL, 60625
7735090579
$7.8M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Ascensus · SSG
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2018
- Office Locations
- 1
Office Locations
3701 N. Kedzie AVE Chicago IL
About Investment Navigation LLC
Investment Navigation LLC is a Chicago-based RIA. The firm has been operating for 7 years. Managing $7.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Ascensus. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
58 AVG AGE
$7.8M AVG AUM / ADVISOR
$596.8K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Optima horizon Signal foundation
Client Personas
Focus pathway
Investment Themes
Unison Focus
Investment Vehicles
Legacy atlas
Platform
Ridge north
Services
Foundation glacier Quantum ridge Vital Momentum harbor Timber Summit Ridge Focus
Owner & Executives
PATRICIA ANN BLAGOJEVICH
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5512622
- Ownership
- Less than 5%
(616) 557-7628
horizon.meridian@horizoncapital.com
in linkedin.com/in/matrix-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,157,109 | -- |
| Non-Discretionary | $2,601,677 | -- |
| Total | $7,758,786 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,758,786
Public Funds:
29.9% Equity - Exchange:
16.1% Cash:
22.9% Corporate - Investment Grade:
21.9% U.S. Government/Agency:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $422,202,904 | 29.9% |
| Equity - Exchange | $227,340,025 | 16.1% |
| Cash | $323,359,415 | 22.9% |
| Corporate - Investment Grade | $309,238,916 | 21.9% |
| U.S. Government/Agency | $129,908,587 | 9.2% |
| Total | $1,412,049,847 | 100.0% |