LP Profile

Navy Federal Investment Services

Also known as navy federal investment services

Wealth ManagerVienna, United StatesFounded 2005
$2.1B
Assets Under Management
Vienna
Headquarters
Investment Focus

About Navy Federal Investment Services

Navy Federal Investment Services is the investment and financial planning arm of Navy Federal Credit Union, based in Vienna, Virginia, and founded in 2005. It reports about $2.1 billion in assets under management. It offers financial planning, investment tools and services, and access to investment professionals. Its advisors help members plan for goals, invest, and protect assets, estates and loved ones.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Navy Federal Investment Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.1B
Total Clients
8,783
Filing Date
May 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Navy Federal Investment Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Navy Federal Investment Services?

Navy Federal Investment Services is a wealth manager based in Vienna, United States, managing approximately $2.1B in assets.

Where is Navy Federal Investment Services headquartered?

Navy Federal Investment Services is headquartered in Vienna, United States.

How much does Navy Federal Investment Services manage?

Navy Federal Investment Services manages approximately $2.1B in assets under management.

When was Navy Federal Investment Services founded?

Navy Federal Investment Services was founded in 2005.

How can I contact Navy Federal Investment Services?

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