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Building 2BLUE CAPITAL

Map pinOMAHA, NE
Phone(402) 932-0131
NotebookSEC #801-121357
Total AUM
$200.8M
Employees
7
Clients
443

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3814 FARNAM STREET
SUITE 202
OMAHA
NE 68131
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(402) 932-0131
Other Offices
2

ReceiptFinancials

Total AUM
$200.8M
Accounts
1,170
Discretionary
$200.8M
Accounts
1,170
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
391
AUM
$97.1M
HNW Individual Clients
52
AUM
$103.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIAMONENVTX

HandshakeAffiliates

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

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