Overview
Assets Under Management: $4.3 billion
Headquarters: LINCOLN, NE
High-Net-Worth Clients: 55
Average Client Assets: $7.3 million
Frequently Asked Questions
AMERITAS INVESTMENT CORP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #14869), AMERITAS INVESTMENT CORP is subject to fiduciary duty under federal law.
AMERITAS INVESTMENT CORP is headquartered in LINCOLN, NE.
AMERITAS INVESTMENT CORP serves 55 high-net-worth clients according to their SEC filing dated October 03, 2018. View client details ↓
According to their SEC Form ADV, AMERITAS INVESTMENT CORP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
AMERITAS INVESTMENT CORP manages $4.3 billion in client assets according to their SEC filing dated October 03, 2018.
According to their SEC Form ADV, AMERITAS INVESTMENT CORP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.32%
Average Client Assets: $7.3 million
Total Client Accounts: 8,249
Discretionary Accounts: 1,045
Non-Discretionary Accounts: 7,204
Regulatory Filings
CRD Number: 14869
Filing ID: 1243910
Last Filing Date: 2018-10-03 16:39:00