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| Bridges Investment Management Inc
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|---|---|
| CRD # | 108028 |
| SEC # | 801-57056 |
| CIK # | 0001007295 |
| AUM | $8.7 BB (2023-02-06) |
| Employees | 70 (31% Investors, 1% Brokers) |
| Phone | 402-397-4700 |
| Address | 13333 California St Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| MSFT | 1,918.2 | 0.1 | |
| MA | 309.6 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| UNP | 134.0 | 0.1 | |
| V | 419.3 | 0.1 | |
| UNH | 477.0 | 0.1 | |
| ODFL | 28.4 | 0.0 | |
| PANW | 49.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 686 | 0.3 |
| (b) Individuals (high net worth individuals) | 569 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 0.3 |
| (h) Charitable organizations | 105 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 45 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,085 | 8.7 |
| By Discretionary | ||
| Discretionary | 2,029 | 8.4 |
| Non-Discretionary | 56 | 0.3 |
| Total | 2,085 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 2,085 | 8.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Richard Jarvis | 4 | ||
| Art Burtscher | 3 | ||
| Andrea McMahon | 2 | ||
| Rodney Cerny | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001007295] | |
| D | [0001007295] |
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|---|---|---|
|
Principal Securities Inc
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|
IA | 9.4 |
|
Investment Research & Advisory Group Inc
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|
GA | 9.1 |
|
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FL | 8.9 |
|
GW & Wade LLC
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MA | 8.9 |
|
The Mather Group LLC
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IL | 8.7 |
|
Ameritas Advisory Services LLC
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NE | 8.5 |
|
Vontobel Swiss Financial Advisers AG
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|
8.5 | |
|
American Portfolios Advisors Inc
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|
NY | 8.4 |
|
Sentinel Pension Advisors Inc
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|
MA | 8.3 |
|
Smith Shellnut Wilson LLC
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|
MS | 7.8 |