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Building 2LAWSON KROEKER INVESTMENT MANAGEMENT INC

Map pinOMAHA, NE
Phone402-392-2606
NotebookSEC #801-27034
Total AUM
$428.6M
Employees
7
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1926 S. 67TH STREET
SUITE 201
OMAHA
NE 68106
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
402-392-2606

ReceiptFinancials

Total AUM
$428.6M
Accounts
254
Discretionary
$428.6M
Accounts
254
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$33.7M
HNW Individual Clients
91
AUM
$291.7M
Investment Company Clients
1
AUM
$25.1M
Charitable Organization Clients
7
AUM
$78.1M
Corporation or Business Clients
1
AUM
$29.6K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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