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AMERICA FIRST INVESTMENT ADVISORS LLC

10050 Regency Circle, Suite 515
Omaha, Nebraska 68114-3721
Tel: 402-991-3388

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About AMERICA FIRST INVESTMENT ADVISORS LLC

AMERICA FIRST INVESTMENT ADVISORS LLC, formally registered with the SEC as AMERICA FIRST INVESTMENT ADVISORS LLC. The firm was established in 06/12/1992. They have over 2 offices throughout the country.

AMERICA FIRST INVESTMENT ADVISORS LLC is a Omaha, Nebraska based Financial Planning firm with nearly $593,781,718 assets under management, offering retirement planning & investment advisory services to 591 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106984
SEC#801-41702
Assets Managed by Firm$593,781,718
No. of Clients591
No. of Advisors7

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total591$593,781,718
Individuals (other than high net worth individuals)112$79,263,263
High net worth individuals137$509,026,688
Charitable organizations4$3,343,211
Corporations or other businesses1$2,148,556

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