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NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169 · SEC 801-118132
777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI, 53202, United States
Phone
414.765.1980
Fax
414.765.1998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$16.25B
Discretionary AUM
$16.25B
Team
38 total employees; 16 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $33.0M |
| Investment companies | 1 | $8.7M |
| Pooled investment vehicles | 12 | $408.9M |
| Pension/profit sharing plans | 263 | $12.98B |
| Charitable organizations | 35 | $657.0M |
| State/municipal entities | 29 | $1.27B |
| Corporations/business entities | 8 | $589.3M |
States served
CA, DC, IL, IN, KY, LA, MD, MI, MN, NV, NJ, NY, OH, PA, WI, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD