5900 O Street
Lincoln, Nebraska 68510
Tel: 800-335-9858
AMERITAS ADVISORY SERVICES, LLC, formally registered with the SEC as AMERITAS ADVISORY SERVICES, LLC. The firm was established in 01/13/1998. They have over 239 offices throughout the country.
AMERITAS ADVISORY SERVICES, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $10,289,301,520 assets under management, offering retirement planning & investment advisory services to 39033 clients. The firm is staffed with 545 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 317245 |
SEC# | 801-55153 |
Assets Managed by Firm | $10,289,301,520 |
No. of Clients | 39033 |
No. of Advisors | 545 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 39033 | $10,289,301,520 |
Individuals (other than high net worth individuals) | 27530 | $8,646,310,119 |
High net worth individuals | 114 | $1,207,273,933 |
Pension and profit sharing plans | 99 | $64,948,612 |
Charitable organizations | 48 | $26,883,855 |
Corporations or other businesses | 186 | $343,267,483 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,844,463,960 | 299169 | 404 | |
$26,774,389,503 | 110327 | 1111 | |
$24,871,650,720 | 1982 | 50 | |
$9,882,583,283 | 2646 | 76 | |
$6,947,119,840 | 20381 | 255 |
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