R2 WEALTH MANAGEMENT PARTNERS
Total AUM
$116.3M
Employees
8Clients
351Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8101 O STREET
SUITE 301
LINCOLN
NE 68510
United States
SUITE 301
LINCOLN
NE 68510
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
531-333-2728
Financials
Total AUM
$116.3M
Accounts
351Discretionary
$107.5M
Accounts
348Non-Discretionary
$8.8M
Accounts
3
Clients
Individual Clients
319AUM
$58.3M
HNW Individual Clients
27AUM
$48.9M
Pension/Profit Sharing Plan Clients
3AUM
$8.8M
Charitable Organization Clients
2AUM
$252K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIAILKSMONCNENVTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.