14010 Fnb Parkway
Suite 200
Omaha, Nebraska 68154
Tel: 866-320-3563
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 4 offices throughout the country.
FIRST NATIONAL ADVISERS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $6,237,040,948 assets under management, offering retirement planning & investment advisory services to 4052 clients. The firm is staffed with 37 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 277146 |
SEC# | 801-103473 |
Assets Managed by Firm | $6,237,040,948 |
No. of Clients | 4052 |
No. of Advisors | 37 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4052 | $6,237,040,948 |
Individuals (other than high net worth individuals) | 1007 | $244,971,778 |
High net worth individuals | 249 | $812,715,143 |
Charitable organizations | Fewer than 5 clients | $53,155 |
Corporations or other businesses | 28 | $15,272,961 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,844,463,960 | 299169 | 404 | |
$26,774,389,503 | 110327 | 1111 | |
$24,871,650,720 | 1982 | 50 | |
$10,289,301,520 | 39033 | 545 | |
$9,882,583,283 | 2646 | 76 |
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