Matthew
Taylor
Navalign, LLC
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About this Advisor
Matthew Taylor is a financial advisor who works in Encino, California. Taylor currently works for Navalign, LLC. Their career trajectory has included roles at Corporate Stratiges and Carter Jacobs, LLC. Taylor is approved to operate in California. Navalign, LLC is an advisory firm based in Encino, CA. It manages $439 million in assets under management among its 1,516 accounts, making it one of the larger firms in the nation by assets under management. Of its 1,516 accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management largely vary depending on which services are provided. Fee types charged by Navalign, LLC most likely include any combination of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Navalign, LLC Brokerage Details
$438,656,195
8
1,516
$289,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Taylor Work History
Matthew has been registered as a financial advisor for 0 years.*
Carter Jacobs, LLC
Corporate Stratiges
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Taylor 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 Navalign, LLC
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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