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Building 2R2 WEALTH MANAGEMENT PARTNERS

Map pinLINCOLN, NE
Phone402-489-9375
NotebookSEC #801-134643
Total AUM
$236M
Employees
3
Clients
430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6940 O STREET
SUITE 300
LINCOLN
NE 68510
United States
Operating Hours
M-THUR 8.30AM - 4PM, FRI 8.30AM - 3PM
Monday - Friday
Phone
402-489-9375
Other Offices
2

ReceiptFinancials

Total AUM
$236M
Accounts
883
Discretionary
$219.6M
Accounts
818
Non-Discretionary
$16.5M
Accounts
65

ContactClients

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Individual Clients
400
AUM
$133.2M
HNW Individual Clients
30
AUM
$102.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMONCNENVTXWI

HandshakeAffiliates

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

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