| 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 |
Navy Federal Investment Services, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Navy Federal Investment Services, LLC reports 176 employees.
Navy Federal Investment Services, LLC is based in Vienna, VA and has been SEC-registered since 2007.
Navy Federal Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | — |
| Non-discretionary | $1.71B |
| Total (RAUM) | $1.71B |