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LUTZ FINANCIAL
OMAHA, NE
402-827-2300
SEC #801-62093Total AUM
$3.2B
Employees
22Clients
1,032Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13616 CALIFORNIA STREET
SUITE 300
OMAHA
NE 68154-5336
United States
SUITE 300
OMAHA
NE 68154-5336
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
402-827-2300
Other Offices
1
Financials
Total AUM
$3.2B
Accounts
2,689Discretionary
$2.8B
Accounts
2,462Non-Discretionary
$352.5M
Accounts
227
Clients
Individual Clients
425AUM
$136.5M
HNW Individual Clients
420AUM
$2.2B
Pension/Profit Sharing Plan Clients
171AUM
$789.3M
Charitable Organization Clients
1AUM
$29.6M
Corporation or Business Clients
15AUM
$31.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLIAILKSMNMONENHSDTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.