Overview
Assets Under Management: $3.3 billion
Headquarters: LINCOLN, NE
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.84
Total Client Accounts: 9
Discretionary Accounts: 9
Regulatory Filings
CRD Number: 156675
Last Filing Date: 2024-03-25 00:00:00
Website: https://whitetailrock.co