Overview
Assets Under Management: $27.2 billion
Headquarters: LINCOLN, NE
High-Net-Worth Clients: 405
Average Client Assets: $990,431
Frequently Asked Questions
AMERITAS INVESTMENT PARTNERS, INC. 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 #109381), AMERITAS INVESTMENT PARTNERS, INC. is subject to fiduciary duty under federal law.
AMERITAS INVESTMENT PARTNERS, INC. is headquartered in LINCOLN, NE.
AMERITAS INVESTMENT PARTNERS, INC. serves 405 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, AMERITAS INVESTMENT PARTNERS, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
AMERITAS INVESTMENT PARTNERS, INC. manages $27.2 billion in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, AMERITAS INVESTMENT PARTNERS, INC. serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
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