Overview
Assets Under Management: $459 million
Headquarters: KEARNEY, NE
High-Net-Worth Clients: 4
Average Client Assets: $66 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.61
Average High-Net-Worth Client Assets: $66 million
Total Client Accounts: 1,125
Discretionary Accounts: 1,070
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 112505
Filing ID: 1956506
Last Filing Date: 2025-03-12 14:17:00
Website: https://oldfatherfinancial.com