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JAMES STUART, III
LINCOLN, NE
402-434-7150
SEC #801-60006Total AUM
$41.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2001 PINE LAKE ROAD, STE 400
LINCOLN
NE 68512
United States
LINCOLN
NE 68512
United States
Operating Hours
8:30AM - 4:30PM CST
Monday - Friday
Monday - Friday
Phone
402-434-7150
Financials
Total AUM
$41.4M
Accounts
48Discretionary
$40.4M
Accounts
47Non-Discretionary
$1M
Accounts
1
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
NE
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.