COZAD ASSET MANAGEMENT INC

2501 Galen Drive
Champaign, Illinois 61821-7005
Tel: 217-356-8363

About COZAD ASSET MANAGEMENT INC

COZAD ASSET MANAGEMENT INC, formally registered with the SEC as COZAD ASSET MANAGEMENT INC. The firm was established in 12/07/1982. They have over 1 offices throughout the country.

COZAD ASSET MANAGEMENT INC is a Champaign, Illinois based Financial Planning firm with nearly $1,923,311,983 assets under management, offering retirement planning & investment advisory services to 3301 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104764
SEC#	801-18060
Assets Managed by Firm	$1,923,311,983
No. of Clients	3301
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3301	$1,923,311,983
Individuals (other than high net worth individuals)	1020	$346,694,311
High net worth individuals	854	$1,461,251,215
Pension and profit sharing plans	5	$55,847,979
Charitable organizations	29	$42,228,606
Corporations or other businesses	18	$17,289,872

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