National Investment Services of America, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 12, 2026, reports $16.3B in regulatory assets under management, 38 employees, 1 office, and 360 accounts.
Assets Under Management
$16.3B
Employees
38
Offices
1 office
Total Clients
360
Primary office
MILWAUKEE, WI
777 EAST WISCONSIN AVENUE, SUITE 2350, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 73.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
73.1%
263
2
Charitable
9.7%
35
3
Government
8.1%
29
4
Pooled Investment Vehicles
3.3%
12
5
Individuals
2.8%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.3Bas of March 12, 2026
Discretionary100.0%
$16.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$16.3B
Total Accounts360
10Y AUM Change+$7.5B (+85.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee9:1
10Y Employee Change-1 (-2.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.