Navy Federal Asset Management, LLC is a large advisory firm based in Vienna. It manages $158.68 million of regulatory assets for 1,117 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Navy Federal Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Navy Federal Asset Management, LLC is $158.68 million. The firm's AUM has grown by 488% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Navy Federal Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Hop Yee has been acting as President since 1 May 2007. Patricia Partridge Wood joined the executive team most recently as the Chief Operating Officer.
The principal office where Navy Federal Asset Management, LLC performs its advisory services is located at 820 Follin Lane, Vienna, VA 22180, which is also the mailing address of the firm. An additional office of the firm is in Virginia Beach, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-221-8108 or by fax 703-206-1510. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at navyfederal.org.