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| Pittenger & Anderson Inc
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|---|---|
| CRD # | 111033 |
| SEC # | 801-49107 |
| CIK # | 0001034886 |
| AUM | $3.3 B (2024-12-23) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 402-328-8800 |
| Address | 5533 S 27th Street Lincoln, NE 68512 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Fiserv Inc | 0.5 | ||
| Microsoft Corp | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Cintas Corp | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 570 | 0.2 |
| (b) Individuals (high net worth individuals) | 311 | 1.3 |
| (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 | 14 | 0.3 |
| (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 | 15 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,126 | 3.3 |
| By Discretionary | ||
| Discretionary | 2,126 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,126 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 2,126 | 3.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001034886] |
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|---|---|---|
|
RPOA Advisors Inc
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|
TX | 4.0 |
|
Facet Wealth Inc
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|
MD | 3.9 |
|
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MD | 3.9 |
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Connecticut Wealth Management LLC
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CT | 3.7 |
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Sigfig Wealth Management LLC
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CA | 3.0 |
|
Northeast Investment Management Inc
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MA | 2.9 |
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Montag A & Associates Inc
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GA | 2.7 |
|
Systematic Alpha Investments LLC
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|
Cardiff Park Advisors LLC
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|
2.7 | |
|
Waters Parkerson & Co LLC
✚
|
LA | 2.7 |