NAVY FEDERAL INVESTMENT SERVICES, LLC - Financial Advisor in Virginia, Vienna

Tel: 703-206-1517 1007 Electric Ave Vienna, Virginia 22180

About NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL INVESTMENT SERVICES, LLC is a Vienna, Virginia based financial advisory firm with nearly $1,472,814,495 in assets under management and provides investment advisory services for 6072 clients. There are currently 151 financial advisors at the firm.

General Information

Firm CRD#:

138459

Firm SEC#:

801-68067

Assets Under Management:

$1,472,814,495

No. of Clients:

6072

No. of Advisors:

151

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

REMBERT PENDLETON JACKSON

306510

801-117848

5119

$2,376,306,700

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151478

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2720

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$1,322,181,149

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1429

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283257

801-111009

1696

$450,705,752

ALLEGIANCE FINANCIAL GROUP

313110

801-122267

1273

$418,754,604

ADVISORS FINANCIAL, INC.

144837

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701

$292,512,099

PACTOLUS

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