Overview
Assets Under Management: $193 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 10
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,530
Discretionary Accounts: 1,530
Regulatory Filings
CRD Number: 308397
Filing ID: 1942914
Last Filing Date: 2025-03-27 08:50:00
Website: https://advisorassist.com