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| Keyboard |
| Navy Federal Investment Services LLC
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|---|---|
| CRD # | 138459 |
| SEC # | 801-68067 |
| CIK # | |
| AUM | 2,100.1 M (2026-05-19) |
| Employees | 206 (71% Investors, 82% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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NE | 2,073.7 M |
|
Ellenbecker Investment Group Inc
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|
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|
Natural Investments Pbllc
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2,049.9 M |