121 South 13th Street
Suite 100
Lincoln, Nebraska 68508-1911
Tel: 402-458-2243
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156675 |
SEC# | 801-72219 |
Assets Managed by Firm | $3,524,536,283 |
No. of Clients | 9 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9 | $3,524,536,283 |
High net worth individuals | Fewer than 5 clients | $676,492,435 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,283,016,878 | 176366 | 326 | |
$38,163,842,160 | 200228 | 3748 | |
$23,108,472,280 | 1823 | 50 | |
$19,943,561,186 | 96956 | 1111 | |
$8,534,798,484 | 35218 | 592 |
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