The NAVY FEDERAL BROKERAGE SERVICES is a privately held investment adviser that advises $2.1Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NAVY FEDERAL BROKERAGE SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 189.15% over the last 5-years.
The Group has been registered with the SEC for 19.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 27 office locations with their Headquarters at 1007 ELECTRIC AVE, VIENNA, VIRGINIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 206 employees comprised of 147 investment and 59 non-investment staff. The total number of Employees increased by 77.59% over the last 5-years.
Their $2.1Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $1.68Bn or 79.87% of Total Assets and High Net Worth Individuals own $422.71mn or 20.13% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
NAVY FEDERAL BROKERAGE SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.