|
⚲
|
| Navy Federal Investment Services LLC
✚
|
|
|---|---|
| CRD # | 138459 |
| SEC # | 801-68067 |
| CIK # | |
| AUM | $2.1 B (2026-05-19) |
| Employees | 206 (71% Investors, 82% Brokers) |
| Phone | 703-206-1517 |
| Address | 1007 Electric Ave Vienna, VA 22180 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,093 | 1.7 |
| (b) Individuals (high net worth individuals) | 331 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,783 | 2.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 8,783 | 2.1 |
| Total | 8,783 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 8,783 | 2.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Pension Consultants LLC
✚
|
MA | 2.2 |
|
PDS Planning Inc
✚
|
OH | 2.2 |
|
Capitol Securities Management Inc
✚
|
VA | 2.2 |
|
Root Financial Partners LLC
✚
|
TX | 2.1 |
|
Fiduciary Advisors Inc
✚
|
MO | 2.1 |
|
First Heartland Consultants Inc
✚
|
MO | 2.1 |
|
Hub Investment Advisors Inc
✚
|
NE | 2.1 |
|
Ellenbecker Investment Group Inc
✚
|
WI | 2.1 |
|
Beese Fulmer Investment Management Inc
✚
|
OH | 2.1 |
|
Natural Investments Pbllc
✚
|
2.0 |