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Building 2STEVENS CAPITAL PARTNERS

Map pinOMAHA, NE
Phone402-251-5800
NotebookSEC #801-122960
Total AUM
$600.7M
Employees
21
Clients
582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15514 SPAULDING PLAZA
SUITE D02
OMAHA
NE 68116
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
402-251-5800

ReceiptFinancials

Total AUM
$600.7M
Accounts
2,137
Discretionary
$600.7M
Accounts
2,136
Non-Discretionary
$30.4K
Accounts
1

ContactClients

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Individual Clients
504
AUM
$319.1M
HNW Individual Clients
43
AUM
$191.4M
Charitable Organization Clients
7
AUM
$26.6M
Corporation or Business Clients
28
AUM
$63.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAIAILLAMNNCNENYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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