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PITTENGER & ANDERSON INC
5533 S. 27th Street
Suite 201
Lincoln, Nebraska 68512
Tel: 402-328-8800
About PITTENGER & ANDERSON INC
PITTENGER & ANDERSON INC, formally registered with the SEC as PITTENGER & ANDERSON INC. The firm was established in 05/03/2000. They have over 1 offices throughout the country.
PITTENGER & ANDERSON INC is a Lincoln, Nebraska based Financial Planning firm with nearly $3,311,270,399 assets under management, offering retirement planning & investment advisory services to 2126 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111033 |
| SEC# | 801-49107 |
| Assets Managed by Firm | $3,311,270,399 |
| No. of Clients | 2126 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Other (FLAT FEE FOR FINANCIAL PLANS FOR NON-AUM CLIENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2126 | $3,311,270,399 |
| Individuals (other than high net worth individuals) | 570 | $236,650,199 |
| High net worth individuals | 311 | $1,258,230,000 |
| Charitable organizations | 14 | $252,189,408 |
| Corporations or other businesses | 15 | $1,564,200,792 |
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