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NAVIGATE PRIVATE WEALTH, LLC

Tel: 801-676-4588
12012 South 700 East
Suite 100
Draper, Utah  84020

About NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC is a Draper, Utah based financial advisory firm with nearly $459,881,234 in assets under management and provides investment advisory services for 2024 clients. There are currently 16 financial advisors at the firm.


General Information

Firm CRD#:   170774
SEC#:   801-79648
Assets under Management:   $459,881,234
No. of Clients:   2024
No. of Advisors:   16
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Pension Consulting Services
Fee Structure:   A percentage of AUM, Hourly charges, Fixed fees

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