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USAA INVESTMENT SERVICES COMPANY

CRD 5475 · SEC 801-126328

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9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX, 78288-0227, United States

Phone

210-456-4218

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

176 total employees; 91 advisory reps; 2635 broker-dealer reps

Clients

More than 500

Fees

REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningREFERRALS

Client types

TypeClientsAUM
Individuals2456$0
High net worth individuals179$0

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, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD