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Multi-Family OfficeRIA · CRD 168716SEC-Registered

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Navigoe

Navigoe: Where Prosperity Meets Peace of Mind Navigoe is a full-service financial planning firm based in Redondo Beach, California. We offer fee-only...

Overview

Navigoe: Where Prosperity Meets Peace of Mind Navigoe is a full-service financial planning firm based in Redondo Beach, California. We offer fee-only financial advice to people throughout Southern California that is free from the conflicts of interest created by the pay-for-product stock brokerage, bank or insurance company model. Over the years, we have found successful individuals, like you, share common goals. You desire clarity in your financial life. You strive to achieve confidence in your future. You seek meaning in your wealth. In other words, you are looking for peace of mind. Navigoe helps you find that peace of mind by delivering all-inclusive wealth management services with a focus on combining the major disciplines of planning and investments in a fiduciary, fee-only manner.

General information

Firm type

Multi Family Office

Frequently asked questions

What is Navigoe's known posture on co-investments alongside external GPs?

There is no public record of Navigoe participating in co-investments, fund commitments, or direct deals alongside external general partners. The absence of any disclosed investment activity makes it impossible to assess co-investment preferences, ticket sizes, or GP relationships.

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