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Building 2PRIVATE WEALTH ASSET MANAGEMENT

Map pinOMAHA, NE
Phone402-227-4208
NotebookSEC #801-122065
Total AUM
$2.5B
Employees
32
Clients
559

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 CAPITOL AVENUE
SUITE 200
OMAHA
NE 68102
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
402-227-4208
Other Offices
6

ReceiptFinancials

Total AUM
$2.5B
Accounts
2,268
Discretionary
$2.5B
Accounts
2,268
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
153
AUM
$61.9M
HNW Individual Clients
406
AUM
$2.5B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
401K ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILLAMDMIMNMONCNENHNMSCTNTX

HandshakeAffiliates

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

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