SEC Form ADV

NAVY FEDERAL INVESTMENT SERVICES, LLC

Registered Investment AdviserVA
$2.1B
Assets Under Management
8,783
Total Clients
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Registration Details

Accession
CRD-138459
Location
VIENNA, VA
Filing Date
May 19, 2026
AUM
$2.1B
Total Clients
8,783
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

NAVY FEDERAL INVESTMENT SERVICES, LLC is a registered investment adviser headquartered in VIENNA, VA, managing approximately $2.1B in assets across 8,783 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.