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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
About Navigate Financial LLC
Navigate Financial LLC is an SEC-registered RIA providing subscription-based financial planning and investment guidance for everyday individuals and businesses, including 401(k) plan support for employers and participants. Services cover budgeting, debt, retirement, taxes, insurance, estate and investment planning. Investment implementation leans on ETFs and U.S. government/agency bonds, with custody at Schwab and remote engagement available.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BENJAMIN WEST DRIGGS
Chief Compliance Officer, President
- CRD
- #4558106
- Ownership
- 50% but less than 75%
TIFFANY SMITH
--
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DENNIS MILTON BASSETT III
--
- CRD
- #7117902
Matthew John Phillips
--
- CRD
- #8297149
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,632,672 | $311,065 |
| Non-Discretionary | $258,299,891 | $11,740,904 |
| Total | $337,932,563 | $1,215,585 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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