Be advised. This firm is no longer registered.

Navy Federal Asset Management, LLC

Navy Federal Asset Management, LLC (CRD# 144244) is a financial advisory firm headquartered in Vienna, VA. They manage $158,677,630 in 1,117 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    1,117
    ACCOUNTS
  • Average Account Value
    $142,057
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Navy Federal Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Deborah M. Brandler
CRD#: 5982286
820 Follin Lane, Vienna, VA 22180
93
Wealthminder
score

Deborah Brandler (CRD# 5982286) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 6 years of experience in the finance industry.

2
Deborah A. Clough
CRD#: 4613944
569 Charlie Smith Sr Hwy, Saint Marys, GA 31558
93
Wealthminder
score

Deborah Clough (CRD# 4613944) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Saint Marys, GA and has over 15 years of experience in the finance industry.

3
Thomas B. Henriques
CRD#: 2829238
820 Follin Lane, Vienna, VA 22180
93
Wealthminder
score

Thomas Henriques (CRD# 2829238) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 21 years of experience in the finance industry.

4
Kelly A. Kozakiewicz
CRD#: 5320314
820 Follin Lane, Vienna, VA 22180
93
Wealthminder
score

Kelly Kozakiewicz (CRD# 5320314) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 7 years of experience in the finance industry.

5
Damien A. Robertson
CRD#: 5650748
9th & M St. Se Bldg 218, Ground Floor, Washington, DC 20374
93
Wealthminder
score

Damien Robertson (CRD# 5650748) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Washington, DC and has over 8 years of experience in the finance industry.

6
Wes M. Sakamoto
CRD#: 2707896
820 Follin Lane, Vienna, VA 22180
93
Wealthminder
score

Wes Sakamoto (CRD# 2707896) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 22 years of experience in the finance industry.

7
Jason H. Simpson
CRD#: 4003988
820 Follin Lane, Vienna, VA 22180
93
Wealthminder
score

Jason Simpson (CRD# 4003988) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 18 years of experience in the finance industry.

8
William B. Strunk
CRD#: 5391619
820 Follin Lane, Vienna, VA 22180
83
Wealthminder
score

William Strunk (CRD# 5391619) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Vienna, VA and has over 10 years of experience in the finance industry.

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