NAVALIGN, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $731.9M |
| Discretionary | $731.9M100% of AUM |
| Client Accounts | 1,906 |
| Avg Account Size | $384K |
| Employees | 10 |
| Peak AUM | $731.9MFeb 2026 |
| AUM CAGR | +16.8% /yrover 20 yrs · 60 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $732M | +11.7% | +18.1% | +12.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $731.9M |
| Discretionary | $731.9M |
| Employees | 10 |
| Client Accounts | 1906 |
| Client Range | 1-10 |
Contact & Location
Address
15910 VENTURA BLVD
ENCINO CA 91436
Phone
818-728-4500
Filing History
60 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$732M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported