CRD: 307169
National Investment Services OF America, LLC
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Request a Free TrialFirm Details
- Custodian
- Comerica Bank · Jefferies · Northern Trust · State Street · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2019
- Office Locations
- 2
Office Locations
About National Investment Services OF America, LLC
National Investment Services of America (NIS) is a fiduciary investment manager serving retail and institutional clients, partnering with clients’ consultants/advisors to build strategies aligned to stated expectations. The firm provides asset management and portfolio construction with an active, risk-managed approach; its SMA allocations are predominantly fixed income, led by investment-grade corporate and U.S. agency/government bonds.
Reported data analysis
What the numbers show
Between April 24, 2025 and May 1, 2026, reported AUM increased 25.9%, from $12.9B to $16.3B.
Across 5 reported observations, AUM increased 63.0% between May 5, 2022 and May 1, 2026, from $10.0B to $16.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 16 advisory representatives and 360 clients, or 22.5 clients per representative. That equates to $45.1M in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on May 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full National Investment Services OF America, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NATALIE KAY ABBOTT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
MARK ROBERT ANDERSON
CHIEF STRATEGY OFFICER, Portfolio Manager
- CRD
- #4381132
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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LESLY MERRIKEN BARNES
Portfolio Manager
- CRD
- #4561238
Jay Thomas Dirienzo
Assistant Portfolio Manager
- CRD
- #7489002
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,252,169,000 | $45,144,914 |
| Non-Discretionary | $0 | -- |
| Total | $16,252,169,000 | $45,144,914 |
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Separately Managed Accounts
SMA allocation detail is available
National Investment Services OF America, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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