NAVY FEDERAL INVESTMENT SERVICES, LLC

1007 Electric Ave
Vienna, Virginia 22180
Tel: 703-206-1517

About NAVY FEDERAL INVESTMENT SERVICES, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	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

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STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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