Navy Federal Investment Services, LLC
● SEC registered since 2007CRD 138459SEC# 801-68067Vienna, VA
Reg. AUM
$2.1B
Employees
206
Accounts
8,783
Location
Vienna, VA
Navy Federal Investment Services, LLC assets under management
Navy Federal Investment Services, LLC is a registered investment adviser overseen by the SEC based in Vienna, VA. The firm has been registered since 2007. It reports $2.1 billion in regulatory assets under management and employs 206 people.
Navy Federal Investment Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Young Control | Chief Operating Officer | Under 5% | 2020 |
| Navy Federal Financial Group Control | Owner | Over 75% | 2005 |
| Steven Leslie Weisberg Control | Chief Compliance Officer / Vp Compliance, Legal & Risk & Operations | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Navy Federal Investment Services, LLC manage?
Navy Federal Investment Services, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Navy Federal Investment Services, LLC have?
Navy Federal Investment Services, LLC reports 206 employees.
Where is Navy Federal Investment Services, LLC located?
Navy Federal Investment Services, LLC is based in Vienna, VA and has been SEC-registered since 2007.
Does Navy Federal Investment Services, LLC disclose fund performance?
Navy Federal Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1007 Electric Ave, Vienna, VA 22180 |
| Phone | 703-206-1517 |
| Fax | 703-206-1517 |
| Office hours | 8:00 a.m. To 5:00 p.m. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.1B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$2.1Bregulatory AUM
Discretionary $0Non-discretionary $2.1B