NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD #138459 SEC #801-68067 VIENNA, VA 703-206-1517
SEC Registered Broker-Dealer
Total AUM
$1.7B
Discretionary
$0
Employees
176
Clients
--
Accounts
7,472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $0 | $1.7B | 176 | 0 |
| Oct 2024 | $1.5B | $0 | $1.5B | 151 | 0 |
| May 2024 | $1.5B | $0 | $1.5B | 151 | 0 |
| May 2024 | $1.5B | $0 | $1.5B | 151 | 0 |
| Mar 2024 | $1.5B | $0 | $1.5B | 151 | 0 |
| Mar 2023 | $852.4M | $0 | $852.4M | 136 | 0 |
| Jul 2022 | $899.1M | $0 | $899.1M | 136 | 0 |
| Mar 2022 | $899.1M | $0 | $899.1M | 136 | 0 |
| Feb 2022 | $726.3M | $0 | $726.3M | 116 | 0 |
| Nov 2021 | $726.3M | $0 | $726.3M | 116 | 0 |
| Oct 2021 | $726.3M | $0 | $726.3M | 116 | 0 |
| Mar 2021 | $726.3M | $0 | $726.3M | 116 | 0 |
| Aug 2020 | $563.5M | $563.5M | $0 | 131 | 0 |
| Jun 2020 | $563.5M | $563.5M | $0 | 131 | 0 |
| Apr 2020 | $563.5M | $563.5M | $0 | 131 | 0 |
| Mar 2020 | $563.5M | $563.5M | $0 | 131 | 0 |
| Oct 2019 | $429.1M | $0 | $429.1M | 128 | 0 |
| Jun 2019 | $429.1M | $0 | $429.1M | 128 | 0 |
| Mar 2019 | $429.1M | $0 | $429.1M | 128 | 0 |
| Mar 2018 | $362.1M | $0 | $362.1M | 118 | 0 |
| Mar 2017 | $186.4M | $0 | $186.4M | 163 | 1,700 |
| Mar 2017 | $186.4M | $0 | $186.4M | 163 | 1,700 |
| Dec 2016 | $184.3M | $0 | $184.3M | 163 | 1,400 |
| Mar 2007 | $43.9M | $43.9M | $0 | -- | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees176
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees151
Clients0
DateMay 2024
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees151
Clients0
DateMay 2024
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees151
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees151
Clients0
DateMar 2023
Total AUM$852.4M
Discretionary$0
Non-Disc.$852.4M
Employees136
Clients0
DateJul 2022
Total AUM$899.1M
Discretionary$0
Non-Disc.$899.1M
Employees136
Clients0
DateMar 2022
Total AUM$899.1M
Discretionary$0
Non-Disc.$899.1M
Employees136
Clients0
DateFeb 2022
Total AUM$726.3M
Discretionary$0
Non-Disc.$726.3M
Employees116
Clients0
DateNov 2021
Total AUM$726.3M
Discretionary$0
Non-Disc.$726.3M
Employees116
Clients0
DateOct 2021
Total AUM$726.3M
Discretionary$0
Non-Disc.$726.3M
Employees116
Clients0
DateMar 2021
Total AUM$726.3M
Discretionary$0
Non-Disc.$726.3M
Employees116
Clients0
DateAug 2020
Total AUM$563.5M
Discretionary$563.5M
Non-Disc.$0
Employees131
Clients0
DateJun 2020
Total AUM$563.5M
Discretionary$563.5M
Non-Disc.$0
Employees131
Clients0
DateApr 2020
Total AUM$563.5M
Discretionary$563.5M
Non-Disc.$0
Employees131
Clients0
DateMar 2020
Total AUM$563.5M
Discretionary$563.5M
Non-Disc.$0
Employees131
Clients0
DateOct 2019
Total AUM$429.1M
Discretionary$0
Non-Disc.$429.1M
Employees128
Clients0
DateJun 2019
Total AUM$429.1M
Discretionary$0
Non-Disc.$429.1M
Employees128
Clients0
DateMar 2019
Total AUM$429.1M
Discretionary$0
Non-Disc.$429.1M
Employees128
Clients0
DateMar 2018
Total AUM$362.1M
Discretionary$0
Non-Disc.$362.1M
Employees118
Clients0
DateMar 2017
Total AUM$186.4M
Discretionary$0
Non-Disc.$186.4M
Employees163
Clients1,700
DateMar 2017
Total AUM$186.4M
Discretionary$0
Non-Disc.$186.4M
Employees163
Clients1,700
DateDec 2016
Total AUM$184.3M
Discretionary$0
Non-Disc.$184.3M
Employees163
Clients1,400
DateMar 2007
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees--
Clients--