CRD: 138459
Navy Federal Investment Services, LLC
$2.1B Total AUM
$0 Disc. AUM
34.0% 3Y CAGR
206 Employees
7,424 ADV. Clients
20 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-21-2006
- Office Locations
- 65
Office Locations
100 Corporate Drive Stafford VA
10011 FM 1960 Bypass Road West Humble TX
1007 Electric AVE Vienna VA
About Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC supports Navy Federal members with financial planning, investment guidance, and estate planning. Advisors are available by phone, virtually, and in 150+ branches nationwide, with a self-directed Digital Investor option. Investment solutions include mutual funds and ETFs, and accounts may be held at Pershing.
Team overview
44 AVG AGE
$14.3M AVG AUM / ADVISOR
$282.9K AVG AUM / CLIENT
5.4 yrs AVG TENURE
206 Employees
147 Advisory Reps
147 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
Timothy David Rosson
Finop
- CRD
- #7152744
- Ownership
- Less than 5%
Available
Available
Available
S
STEVEN LESLIE WEISBERG
Chief Compliance Officer, Vice President
- CRD
- #6268061
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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K
KENLEY LAMARC ADKINS
--
- CRD
- #4777960
Available
Available
Available
S
Spencer H Adkisson
--
- CRD
- #7226002
Available
Available
Available
Showing 2 of 174 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,100,125,394 | $239,113 |
| Total | $2,100,125,394 | $239,113 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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