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| Happy Holidays!! thanks for using AUM13F!! |
| Navy Federal Investment Services LLC
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| CRD # | 138459 |
| SEC # | 801-68067 |
| CIK # | |
| AUM | $1.7 B (2025-03-28) |
| Employees | 176 (52% Investors, 78% Brokers) |
| Phone | 703-206-1517 |
| Address | 1007 Electric Ave Vienna, VA 22180 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,199 | 1,361.5 |
| (b) Individuals (high net worth individuals) | 207 | 352.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,472 | 1,713.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7,472 | 1,713.6 |
| Total | 7,472 | 1,713.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,713.6 | |
| Total | 7,472 | 1,713.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Norden Group LLC
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|
UT | 1.7 |
|
CFO4Life Group LLC
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|
TX | 1.7 |
|
Fiduciary Advisors Inc
✚
|
MO | 1.7 |
|
Ellenbecker Investment Group Inc
✚
|
WI | 1.7 |
|
JSF Financial LLC
✚
|
CA | 1.7 |
|
Physician Wealth Advisors Inc
✚
|
UT | 1.7 |
|
The Fiduciary Group LLC
✚
|
GA | 1.7 |
|
Twelve Points Wealth Management LLC
✚
|
MA | 1.7 |
|
Impact Partnership Wealth LLC
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|
GA | 1.7 |
|
Greenwood Capital Associates LLC
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|
SC | 1.7 |