1620 Dodge Street
Stop 3399
Omaha, Nebraska 68197
Tel: 877-458-0021
TRIBUTARY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as TRIBUTARY CAPITAL MANAGEMENT, LLC. The firm was established in 05/23/2001. They have over 1 offices throughout the country.
TRIBUTARY CAPITAL MANAGEMENT, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $2,134,689,805 assets under management, offering retirement planning & investment advisory services to 813 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112528 |
SEC# | 801-60282 |
Assets Managed by Firm | $2,134,689,805 |
No. of Clients | 813 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 813 | $2,134,689,805 |
Individuals (other than high net worth individuals) | 10 | $1,758,553 |
High net worth individuals | 191 | $97,153,224 |
Pension and profit sharing plans | 4 | $21,362,255 |
Charitable organizations | 9 | $83,172,420 |
Other investment advisers | 3 | $121,259,038 |
Corporations or other businesses | 15 | $37,288,029 |
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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