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Building 2HUB INVESTMENT ADVISORS, INC

Map pinOMAHA, NE
Phone402-964-5400
NotebookSEC #801-76898
Total AUM
$2.1B
Employees
9
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11516 MIRACLE HILLS DR.
SUITE 100
OMAHA
NE 68154
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
402-964-5400
Other Offices
3

ReceiptFinancials

Total AUM
$2.1B
Accounts
529
Discretionary
$480.4M
Accounts
437
Non-Discretionary
$1.6B
Accounts
92

ContactClients

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Individual Clients
74
AUM
$17.8M
HNW Individual Clients
74
AUM
$304.7M
Pension/Profit Sharing Plan Clients
78
AUM
$1.7B
Corporation or Business Clients
6
AUM
$9.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIAILMINDNENMPASD

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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