|
⚲
|
| Mutual of Omaha Investor Services Inc
✚
| |
|---|---|
| CRD # | 611 |
| SEC # | 801-61332 |
| CIK # | |
| AUM | $15.5 MM (2024-07-01) |
| Employees | 285 (100% Investors, 68% Brokers) |
| Phone | 402-351-3102 |
| Address | 3300 Mutual of Omaha Plaza Omaha, NE 68175-1020 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,230 | 4.9 |
| (b) Individuals (high net worth individuals) | 1,070 | 10.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 15.5 |
| By Discretionary | ||
| Discretionary | 74 | 15.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 74 | 15.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.5 | |
| Total | 74 | 15.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ryan Heritage LLP
✚
|
NJ | 0.0 |
|
Advisors Crypto Inc
✚
|
TX | 0.0 |
|
Quillu Inc
✚
|
CA | 0.0 |
|
Travis Allen Inc
✚
|
CA | 0.0 |
|
Nexadvisors LLC
✚
|
TX | 0.0 |
|
Atlantis Asset Management LLC
✚
|
NY | 0.0 |
|
Quantumrock Capital GmbH
✚
|
0.0 | |
|
ETF Model Solutions LLC
✚
|
WI | 0.0 |
|
Saga Partners LLC
✚
|
OH | 0.0 |
|
Great Point Advisors LLC
✚
|
IL | 0.0 |