Navalign, LLC
Firm details
- Headquarters
- Encino, California
- CRD number
- 119919
- Registered since
- January 30, 2006
- Website
- navalign.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.46%
- Individuals18.83%
- Pension & Profit Sharing Plans8.01%
- Corporations / Businesses0.63%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Navalign, LLC is an independent registered investment adviser that has been SEC-registered since 2006 and is structured as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional relationships, offering a mix of financial planning and portfolio management across households, small businesses and institutional/pension clients. Its billing approaches include a percentage-of-AUM fee plus options for hourly and fixed-fee engagements. Navalign does not identify as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities23%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 10
Aryan Golzar Shabestary
Associate Portfolio ManagerCRD 6361815
Christopher Carter
PartnerCRD 2634517
Matthew Stadelman
PartnerCRD 5037192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$321M in ETFs
73%
$233M
27%
$87.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $47M | 1,030,049 | 14.64% |
Location
Encino, CA
Los Angeles
Location
Encino, CA
Headquartered in Encino, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15910 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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