Overview
Assets Under Management: $27.2 billion
Headquarters: LINCOLN, NE
High-Net-Worth Clients: 405
Average Client Assets: $990,431
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 405
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.47
Average High-Net-Worth Client Assets: $990,431
Total Client Accounts: 2,239
Discretionary Accounts: 2,237
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 109381
Filing ID: 1961153
Last Filing Date: 2025-03-24 15:22:00
Website: https://ameritas.com