Pittenger & Anderson Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Pittenger & Anderson Inc
CRD #111033
SEC #801-49107
CIK #0001034886
AUM $2.5 BB (2023-12-18)
Employees 14 (100% Investors, 0% Brokers)
Phone402-328-8800
Address5533 S 27th Street
Lincoln, NE 68512
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
FI 0.4
MSFT 1,918.2 0.1
AAPL 2,382.8 0.1
COST 207.6 0.0
GOOGL 1,475.1 0.0
AMZN 1,093.0 0.0
WM 61.8 0.0
CTAS 38.0 0.0
ACN 179.5 0.0
V 419.3 0.0
View All
Holdings by Sector ($BB)
3.02.41.81.20.60.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 582 0.2
(b) Individuals (high net worth individuals) 260 0.9
(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 0 0.0
(h) Charitable organizations 11 0.2
(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 24 1.2
(n) Other 0 0.0
Total 2,009 2.5
By Discretionary
Discretionary 2,009 2.5
Non-Discretionary 0 0.0
Total 2,009 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 2,009 2.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001034886]
Comparable Firms State AUM ($BB)
Sigfig Wealth Management LLC
CA 2.8
T Rowe Price Advisory Services Inc
MD 2.6
Northeast Investment Management Inc
MA 2.5
Waters Parkerson & Co LLC
LA 2.5
Cardiff Park Advisors LLC
CA 2.5
Systematic Alpha Investments LLC
NJ 2.3
Zemenick & Walker Inc
MO 2.2
Charles D Hyman & Company
FL 2.2
Nichols & Pratt Advisers LLP
MA 2.2
Rock Harbor Partners LLC
NY 2.1
Terms | Privacy | Guide
tony@aum13f.com