Overview
Assets Under Management: $1.7 billion
Headquarters: VIENNA, VA
High-Net-Worth Clients: 207
Average Client Assets: $2 million
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