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Building 2QA3 FINANCIAL LLC

Map pinOMAHA, NE
Phone402-964-3702
NotebookSEC #801-50648
Total AUM
$461.9M
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE VALMONT PLAZA, 4TH FLOOR
OMAHA
NE 68154-5203
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
402-964-3702

ReceiptFinancials

Total AUM
$461.9M
Accounts
4,029
Discretionary
$461.9M
Accounts
4,029
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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