NAVY FEDERAL ASSET MANAGEMENT, LLC

VIENNA, Virginia·5 registered advisors·CRD# 144244
SEC# 801-68067877-221-8108
01

Firm Overview

AUM
$159M
Regulatory assets under management
Employees
152
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at NAVY FEDERAL ASSET MANAGEMENT, LLC

5 registered advisors
Caitlin Moynihan Mayo
VIENNA, Virginia
Cynthia A Kirk
VIENNA, Virginia
Mark S Estep
VIENNA, Virginia
Thomas Hop Yee
VIENNA, Virginia
Travis L Gound
VIENNA, Virginia
05

Office Locations

VIENNA, Virginia
5 advisors

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Data sourced from SEC Form ADV filings. NAVY FEDERAL ASSET MANAGEMENT, LLC (CRD# 144244) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.