5945 R Street
Lincoln, Nebraska 68505-3402
Tel: 402-467-6980
AMERITAS INVESTMENT PARTNERS, INC, formally registered with the SEC as AMERITAS INVESTMENT PARTNERS, INC. The firm was established in 01/13/1998. They have over 2 offices throughout the country.
AMERITAS INVESTMENT PARTNERS, INC. is a Lincoln, Nebraska based Financial Planning firm with nearly $23,108,472,280 assets under management, offering retirement planning & investment advisory services to 1823 clients. The firm is staffed with 50 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 109381 |
SEC# | 801-55150 |
Assets Managed by Firm | $23,108,472,280 |
No. of Clients | 1823 |
No. of Advisors | 50 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1823 | $23,108,472,280 |
Individuals (other than high net worth individuals) | 1562 | $226,188,430 |
High net worth individuals | 226 | $212,963,844 |
Pension and profit sharing plans | 7 | $356,503,432 |
Charitable organizations | 8 | $39,048,593 |
Corporations or other businesses | 11 | $420,245,565 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,283,016,878 | 176366 | 326 | |
$38,163,842,160 | 200228 | 3748 | |
$19,943,561,186 | 96956 | 1111 | |
$8,534,798,484 | 35218 | 592 | |
$7,549,835,558 | 2277 | 75 |
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