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Building 2EXECUTIVE WEALTH MANAGEMENT

Map pinLINCOLN, NE
Phone402-466-3400
NotebookSEC #801-106910
Total AUM
$307.9M
Employees
12
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6940 "O" ST., SUITE 300
LINCOLN
NE 68510
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
402-466-3400

ReceiptFinancials

Total AUM
$307.9M
Accounts
877
Discretionary
$307.9M
Accounts
877
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILLANETX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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