Overview
Assets Under Management: $3.3 billion
Headquarters: LINCOLN, NE
High-Net-Worth Clients: 311
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 311
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,126
Discretionary Accounts: 2,126
Regulatory Filings
CRD Number: 111033
Last Filing Date: 2024-12-23 00:00:00
Website: https://pittand.com