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TRIBUTARY CAPITAL MANAGEMENT, LLC

1620 Dodge Street
Stop 3399
Omaha, Nebraska 68197
Tel: 877-458-0021

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About TRIBUTARY CAPITAL MANAGEMENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#112528
SEC#801-60282
Assets Managed by Firm$2,134,689,805
No. of Clients813
No. of Advisors16

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 Total813$2,134,689,805
Individuals (other than high net worth individuals)10$1,758,553
High net worth individuals191$97,153,224
Pension and profit sharing plans4$21,362,255
Charitable organizations9$83,172,420
Other investment advisers3$121,259,038
Corporations or other businesses15$37,288,029

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