Overview
Assets Under Management: $1.7 billion
Headquarters: VIENNA, VA
High-Net-Worth Clients: 207
Average Client Assets: $2 million
Frequently Asked Questions
NAVY FEDERAL INVESTMENT SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138459), NAVY FEDERAL INVESTMENT SERVICES, LLC is subject to fiduciary duty under federal law.
NAVY FEDERAL INVESTMENT SERVICES, LLC is headquartered in VIENNA, VA.
NAVY FEDERAL INVESTMENT SERVICES, LLC serves 207 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, NAVY FEDERAL INVESTMENT SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
NAVY FEDERAL INVESTMENT SERVICES, LLC manages $1.7 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, NAVY FEDERAL INVESTMENT SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 207
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,472
Non-Discretionary Accounts: 7,472
Regulatory Filings
CRD Number: 138459
Filing ID: 1968804
Last Filing Date: 2025-03-28 10:28:00
Website: https://navyfederal.org