RIA Intel›Advisers›Virginia›NAVY FEDERAL ASSET MANAGEMENT, LLC

NAVY FEDERAL ASSET MANAGEMENT, LLC

Advisory

N·VIENNA, VA

Data as of Jun 30, 2016 · Source: SEC Form ADV

Total AUM

$159M

1-Year AUM Growth

+3.0%

3-Year CAGR

+12.8%

Employees

50

Assets Under Management

Total AUM$159M

Discretionary AUM$0

Non-Discretionary AUM$159M

Discretionary %0%

Total Clients—

Team

Total Employees50

Investment Advisers152

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingJun 13, 2007

Latest FilingJun 30, 2016

🔒 Full AUM trend chart and 29 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NAVY FEDERAL ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.