Institutional
    SEC Registered

    National Investment Services of America, LLC

    Registered investment advisor · Milwaukee, Wisconsin · CRD #307169

    Assets Under Management
    $16.3B
    Client Accounts
    360
    Employees
    38
    CRD Number
    307169
    Registration
    SEC Registered
    Custodian
    U.s. Bank, Mellon Trust, Northern Trust Corporation

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About National Investment Services of America, LLC

    National Investment Services (NIS) is an employee owned registered investment advisor established in 1993. With offices in Chicago and Milwaukee the firm manages over $16 Billion in custom fixed income and enhanced yield fixed income portfolios for multi-employer funds, religious organizations, healthcare, corporations, public funds, and foundations/endowments.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is National Investment Services of America, LLC's AUM?

    National Investment Services of America, LLC reports approximately $16.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is National Investment Services of America, LLC headquartered?

    National Investment Services of America, LLC is headquartered in Milwaukee, Wisconsin.

    What is National Investment Services of America, LLC's CRD number?

    National Investment Services of America, LLC's CRD number is 307169. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does National Investment Services of America, LLC manage?

    National Investment Services of America, LLC manages approximately 360 client accounts according to its latest SEC filing.

    Is National Investment Services of America, LLC SEC registered?

    Yes, National Investment Services of America, LLC is registered with the SEC as an investment adviser with an approved registration status.

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