National Investment Services of America, LLC
Milwaukee, WI·SEC-registered · CRD #307169
National Investment Services of America, LLC is an SEC-registered investment advisory firm in Milwaukee, WI managing $16B across 360 client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
360
Advisory staff
16
Fee model
Fee-only
How National Investment Services of America, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about National Investment Services of America, LLC
How much does National Investment Services of America, LLC manage?
Per its most recent SEC Form ADV filing (05/01/2026), National Investment Services of America, LLC reports $16B in regulatory assets under management across roughly 360 client accounts.
How does National Investment Services of America, LLC charge?
National Investment Services of America, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is National Investment Services of America, LLC a fiduciary?
Yes. National Investment Services of America, LLC is registered with the U.S. Securities and Exchange Commission (CRD #307169), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is National Investment Services of America, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks National Investment Services of America, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from National Investment Services of America, LLC's public SEC Form ADV filing (CRD #307169, filed 05/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of National Investment Services of America, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with National Investment Services of America, LLC? Claim this profile.