|
⚲
|
| First Nebraska Advisory LLC
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|
|
|---|---|
| CRD # | 298667 |
| SEC # | 801-114691 |
| CIK # | |
| AUM | $458.0 M (2026-03-11) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Phone | 308-534-1322 |
| Address | 202 W 2nd St North Platte, NE 69101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 153.2 |
| (b) Individuals (high net worth individuals) | 85 | 281.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 18.7 |
| (h) Charitable organizations | 0 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 976 | 458.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 976 | 458.0 |
| Total | 976 | 458.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 458.0 | |
| Total | 976 | 458.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oldfather Financial Services LLC
✚
|
NE | 0.5 |
|
Owen Larue LLC
✚
|
KY | 0.5 |
|
Strategas Asset Management LLC
✚
|
NY | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |
|
Paragon Private Wealth Management LLC
✚
|
KY | 0.5 |
|
Cambridge Capital Management LLC
✚
|
IL | 0.5 |
|
Pursuit Wealth Management LLC
✚
|
NC | 0.5 |
|
Birch Run Investments LLC
✚
|
PA | 0.5 |
|
Global Wealth Strategies and Associates LLC
✚
|
CO | 0.5 |
|
Smith Financial Investment Advisors Inc
✚
|
IN | 0.5 |