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Building 2ARNOLD WEITZ & CO

Map pinELKHORN, NE
Phone402-392-2244
NotebookSEC #801-69800
Total AUM
$438.1M
Employees
2
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20488 PARK RD
ELKHORN
NE 68022
United States
Operating Hours
8-4:00
Monday - Friday
Phone
402-392-2244

ReceiptFinancials

Total AUM
$438.1M
Accounts
66
Discretionary
$165M
Accounts
51
Non-Discretionary
$273.1M
Accounts
15

ContactClients

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Individual Clients
22
AUM
$420.7M
HNW Individual Clients
12
AUM
$17.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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