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Building 2AMERICA FIRST INVESTMENT ADVISORS LLC

Map pinOMAHA, NE
Phone402-991-3388
NotebookSEC #801-41702
Total AUM
$665.1M
Employees
7
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10050 REGENCY CIRCLE, SUITE 515
OMAHA
NE 68114-3721
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
402-991-3388
Other Offices
1

ReceiptFinancials

Total AUM
$665.1M
Accounts
622
Discretionary
$665.1M
Accounts
622
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$42.9M
HNW Individual Clients
175
AUM
$615.3M
Charitable Organization Clients
4
AUM
$4.8M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAINKSLAMNNEOKORTX

HandshakeAffiliates

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

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