NAVY FEDERAL INVESTMENT SERVICES, LLC

CRD 138459 · SEC 801-68067

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1007 ELECTRIC AVE, VIENNA, VA, 22180, United States

Phone

703-206-1517

Fax

703-206-1517

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.10B

Discretionary AUM

Team

206 total employees; 147 advisory reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	7093	$1.68B
High net worth individuals	331	$422.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.navyfederal.org/investment-services

Official SEC filing: View on IAPD