1007 Electric Ave
Vienna, Virginia 22180
Tel: 703-206-1517
NAVY FEDERAL INVESTMENT SERVICES, LLC, formally registered with the SEC as NAVY FEDERAL INVESTMENT SERVICES, LLC. The firm was established in 06/21/2007. They have over 71 offices throughout the country.
NAVY FEDERAL INVESTMENT SERVICES, LLC is a Vienna, Virginia based Financial Planning firm with nearly $1,472,814,495 assets under management, offering retirement planning & investment advisory services to 6072 clients. The firm is staffed with 151 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 138459 |
SEC# | 801-68067 |
Assets Managed by Firm | $1,472,814,495 |
No. of Clients | 6072 |
No. of Advisors | 151 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6072 | $1,472,814,495 |
Individuals (other than high net worth individuals) | 5892 | $1,176,306,208 |
High net worth individuals | 180 | $296,508,287 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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