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WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

121 South 13th Street
Suite 100
Lincoln, Nebraska 68508-1911
Tel: 402-458-2243

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About WHITETAIL ROCK CAPITAL MANAGEMENT, LLC

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WHITETAIL ROCK CAPITAL MANAGEMENT, LLC. The firm was established in 03/28/2011. They have over 1 offices throughout the country.

WHITETAIL ROCK CAPITAL MANAGEMENT, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $3,524,536,283 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156675
SEC#801-72219
Assets Managed by Firm$3,524,536,283
No. of Clients9
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total9$3,524,536,283
High net worth individualsFewer than 5 clients$676,492,435

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