Eric
Toya

Navigoe, LLC

CRD#2827008
Investment Advisor
in Redondo Beach, CA

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About this Advisor

Eric Toya is a financial advisor based in Redondo Beach, California, working with Navigoe, LLC. Eric has previously held a position at Navigoe, LLC. Eric has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Eric is part of Navigoe, LLC, which operates out of Redondo Beach, California. The firm has 3 employees and manages assets totaling $316.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Navigoe, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

417 Beryl Street
Redondo Beach, CA 90277

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Navigoe, LLC Brokerage Details

Total Assets Under Management

$316,563,600

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

572

CA Average: 3,727
Average Account Size

$553,433

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Eric Toya Work History

2013 - Present (12 years)

Navigoe, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eric Toya to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Navigoe, LLC

Scott Leonard
Redondo Beach, CA
Eric Toya
Redondo Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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