14010 Fnb Parkway
Suite 200
Omaha, Nebraska 68154
Tel: 402-602-8441
FIRST NATIONAL ADVISERS, LLC, formally registered with the SEC as FIRST NATIONAL ADVISERS, LLC. The firm was established in 08/07/2015. They have over 5 offices throughout the country.
FIRST NATIONAL ADVISERS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $2,420,210,912 assets under management, offering retirement planning & investment advisory services to 1794 clients. The firm is staffed with 37 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 277146 |
SEC# | 801-103473 |
Assets Managed by Firm | $2,420,210,912 |
No. of Clients | 1794 |
No. of Advisors | 37 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1794 | $2,420,210,912 |
Individuals (other than high net worth individuals) | 1141 | $221,365,539 |
High net worth individuals | 127 | $172,032,085 |
Charitable organizations | 1 | $51,899 |
Corporations or other businesses | 28 | $11,912,295 |
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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