Unclaimed Profile

Thomas Hop Yee

NAVY FEDERAL ASSET MANAGEMENT, LLC·VIENNA, Virginia

Clean recordNAVY FEDERAL ASSET MANAGEMENT, LLC

1007 ELECTRIC AVENUE, VIENNA, VA 22180CRD# 4200426Firm CRD# 144244

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Hop Yee · VIENNA, VA

Registration

CRD #4200426 · NAVY FEDERAL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Hop Yee is a registered financial advisor based in VIENNA, Virginia, affiliated with NAVY FEDERAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

NAVY FEDERAL ASSET MANAGEMENT, LLC

AUM

$159M

Regulatory assets under management

Employees

152

Total firm employees

View all advisors at NAVY FEDERAL ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4200426

Firm CRD# 144244

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Hop Yee offer?

Thomas Hop Yee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VIENNA, Virginia for a consultation.

What are Thomas Hop Yee's credentials?

Thomas Hop Yee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Hop Yee located?

Thomas Hop Yee is based in VIENNA, Virginia, working with NAVY FEDERAL ASSET MANAGEMENT, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.

How does Thomas Hop Yee charge for services?

Thomas Hop Yee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVY FEDERAL ASSET MANAGEMENT, LLC?

NAVY FEDERAL ASSET MANAGEMENT, LLC has approximately 152 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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