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Building 2PITTENGER & ANDERSON INC

Map pinLINCOLN, NE
Phone402-328-8800
NotebookSEC #801-49107
Total AUM
$3B
Employees
14
Clients
920

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5533 S. 27TH STREET
SUITE 201
LINCOLN
NE 68512
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
402-328-8800

ReceiptFinancials

Total AUM
$3B
Accounts
2,261
Discretionary
$3B
Accounts
2,261
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
553
AUM
$264.1M
HNW Individual Clients
341
AUM
$1.4B
Charitable Organization Clients
11
AUM
$209M
Corporation or Business Clients
15
AUM
$1.2B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILKSLAMNMONESDTX

HandshakeAffiliates

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

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