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AMERITAS ADVISORY SERVICES, LLC
LINCOLN, NE
800-335-9858
SEC #801-122600Total AUM
$7.8B
Employees
611Clients
22,076Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5900 O STREET
LINCOLN
NE 68510
United States
LINCOLN
NE 68510
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-335-9858
Other Offices
25
Financials
Total AUM
$7.8B
Accounts
27,982Discretionary
$3.1B
Accounts
10,671Non-Discretionary
$4.6B
Accounts
17,311
Clients
Individual Clients
20,584AUM
$4.7B
HNW Individual Clients
1,226AUM
$2.6B
Pension/Profit Sharing Plan Clients
42AUM
$39.8M
Charitable Organization Clients
36AUM
$36.7M
Government Entity Clients
2AUM
$827.6K
Insurance Company Clients
1AUM
$19.2M
Corporation or Business Clients
185AUM
$368M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES
Compliance
Disclosures
Court Injunction (Past 10 Years)Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
None reported
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.