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Building 2R2 WEALTH MANAGEMENT PARTNERS

Map pinLINCOLN, NE
Phone531-333-2728
NotebookSEC #801-114893
Total AUM
$116.3M
Employees
8
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8101 O STREET
SUITE 301
LINCOLN
NE 68510
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
531-333-2728

ReceiptFinancials

Total AUM
$116.3M
Accounts
351
Discretionary
$107.5M
Accounts
348
Non-Discretionary
$8.8M
Accounts
3

ContactClients

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Individual Clients
319
AUM
$58.3M
HNW Individual Clients
27
AUM
$48.9M
Pension/Profit Sharing Plan Clients
3
AUM
$8.8M
Charitable Organization Clients
2
AUM
$252K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILKSMONCNENVTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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