LUTZ Financial Services LLC

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Assets, Funds, Holdings

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LUTZ Financial Services LLC
CRD #117273
SEC #801-62093
CIK #1737112
AUM $963.4 MM (89% Disc, 100% US)
Employees14 (50% Investors, 0% Brokers)
Phone402-827-2300
Address13616 California Street
Omaha, NE 68154-5336
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
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1.0
Hardy Reed LLC
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Capital Performance Advisors LLP
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S Squared Technology Corp
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1.0
Moody LYNN & Lieberson LLC
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1.0
Commerce Capital Management Inc
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1.0
Globalvest Management Co LP
VI
1.0
Phocas Financial Corporation
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1.0