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Matthew Thomas Taylor

Navalign, LLC

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About Matthew Thomas Taylor

Matthew Taylor is an investment advisor representative with Navalign, LLC. Matthew is registered with the state of California and has been in the industry since April 2002. Matthew has a strong background in financial planning and portfolio management. Matthew also works as an insurance agent for Corporate Strategies. Matthew has experience working with individuals, high-net-worth individuals, pension plans, and other clients. Navalign, LLC is a registered investment advisor based in Encino, California. Navalign offers financial planning, portfolio management, and pension consulting services.

Firm Information

Matthew Taylor is currently registered with Navalign, LLC. Navalign, LLC is a Registered Investment Advisor headquartered in Encino, CA. The firm primarily provides financial planning, pension consulting, and portfolio management for individuals and businesses. As of their most recent filing, Navalign manages approximately $553,684,830 in assets for 1,685 clients. The firm's client base includes high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth.
Navalign, LLC

15910 VENTURA BLVD

ENCINO, CA 91436

$553.68M

Assets Under Management

8

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Taylor’s Registration & Firm History

CA

01/16/2018 - Present

Navalign, LLC (ENCINO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas Taylor.
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