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NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
777 East Wisconsin Avenue, Suite 2350
Milwaukee, Wisconsin 53202
Tel: 414.765.1980
About NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC, formally registered with the SEC as NATIONAL INVESTMENT SERVICES OF AMERICA, LLC. The firm was established in 02/26/2020. They have over 2 offices throughout the country.
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $9,848,742,000 assets under management, offering retirement planning & investment advisory services to 313 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307169 |
| SEC# | 801-118132 |
| Assets Managed by Firm | $9,848,742,000 |
| No. of Clients | 313 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 313 | $9,848,742,000 |
| Individuals (other than high net worth individuals) | 13 | $29,930,000 |
| Pension and profit sharing plans | 216 | $8,117,172,000 |
| Charitable organizations | 48 | $660,501,000 |
| Corporations or other businesses | 5 | $165,624,000 |
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