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LAWSON KROEKER INVESTMENT MANAGEMENT INC

1926 S. 67th Street
Suite 201
Omaha, Nebraska 68106
Tel: 402-392-2606

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About LAWSON KROEKER INVESTMENT MANAGEMENT INC

LAWSON KROEKER INVESTMENT MANAGEMENT INC, formally registered with the SEC as LAWSON KROEKER INVESTMENT MANAGEMENT INC. The firm was established in 05/22/1986. They have over 1 offices throughout the country.

LAWSON KROEKER INVESTMENT MANAGEMENT INC is a Omaha, Nebraska based Financial Planning firm with nearly $623,803,742 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105053
SEC#801-27034
Assets Managed by Firm$623,803,742
No. of Clients396
No. of Advisors8

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total396$623,803,742
Individuals (other than high net worth individuals)59$36,370,806
High net worth individuals136$459,108,156
Charitable organizations11$96,906,725
Corporations or other businesses5$3,049,957

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