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Building 2OLDFATHER FINANCIAL SERVICES LLC

Map pinKEARNEY, NE
Phone308-237-4571
NotebookSEC #801-79439
Total AUM
$459M
Employees
5
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2033 CENTRAL AVENUE
KEARNEY
NE 68847
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
308-237-4571

ReceiptFinancials

Total AUM
$459M
Accounts
1,125
Discretionary
$445.5M
Accounts
1,070
Non-Discretionary
$13.5M
Accounts
55

ContactClients

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Individual Clients
358
AUM
$264.4M
HNW Individual Clients
28
AUM
$139.2M
Pension/Profit Sharing Plan Clients
1
AUM
$201.3K
Charitable Organization Clients
7
AUM
$54.2M
Corporation or Business Clients
2
AUM
$978.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COKSNETX

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

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