|
⚲
|
| Mutual of Omaha Investor Services Inc
✚
|
|
|---|---|
| CRD # | 611 |
| SEC # | 801-61332 |
| CIK # | |
| AUM | $24.4 M (2025-06-20) |
| Employees | 277 (100% Investors, 71% Brokers) |
| Phone | 402-351-3102 |
| Address | 3300 Mutual of Omaha Plaza Omaha, NE 68175-1020 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,550 | 6.8 |
| (b) Individuals (high net worth individuals) | 1,250 | 17.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 50 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 24.4 |
| By Discretionary | ||
| Discretionary | 116 | 24.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 24.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.4 | |
| Total | 116 | 24.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lunin-Pack Planning and Advice LLC
✚
|
NY | 0.0 |
|
Sankota Capital LLC
✚
|
0.0 | |
|
Ryan Heritage LLP
✚
|
NJ | 0.0 |
|
Agdeavor Investments LLC
✚
|
OH | 0.0 |
|
Braypark Wealth Management
✚
|
CA | 0.0 |
|
K-WM LLC
✚
|
TX | 0.0 |
|
MCA Cross Border Capital Inc
✚
|
0.0 | |
|
Trust Investment Advisors Wealth Management LLC
✚
|
IN | 0.0 |
|
Mount Murray Investment Inc
✚
|
0.0 | |
|
Quillu Inc
✚
|
CA | 0.0 |