1620 Dodge Street
Stop 1089
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 $1,917,242,591 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 13 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 112528 |
SEC# | 801-60282 |
Assets Managed by Firm | $1,917,242,591 |
No. of Clients | 748 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 748 | $1,917,242,591 |
Individuals (other than high net worth individuals) | 10 | $1,690,579 |
High net worth individuals | 168 | $509,332,393 |
Pension and profit sharing plans | 3 | $17,750,957 |
Charitable organizations | 8 | $67,319,964 |
Other investment advisers | 2 | $89,861,607 |
Corporations or other businesses | 13 | $31,796,086 |
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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