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Building 2FIRST NATIONAL ADVISERS, LLC

Map pinOMAHA, NE
Phone(800) 538-7298
NotebookSEC #801-103473
Total AUM
$7.4B
Employees
35
Clients
1,146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14010 FNB PARKWAY
SUITE 200
OMAHA
NE 68154
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
(800) 538-7298
Other Offices
4

ReceiptFinancials

Total AUM
$7.4B
Accounts
3,823
Discretionary
$7.4B
Accounts
3,823
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
797
AUM
$242.5M
HNW Individual Clients
315
AUM
$1.4B
Banking Clients
1
AUM
$5.1B
Investment Company Clients
1
AUM
$527.1M
Charitable Organization Clients
4
AUM
$3.4M
Corporation or Business Clients
28
AUM
$23.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ARAZCACOFLGAHIIAILKSLAMDMIMNMOMTNENJNMOHORPRSDTXVTWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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