| Total AUM | $438.1M |
| Discretionary | $165.0M38% of AUM |
| Non-Discretionary | $273.1M |
| Client Accounts | 66 |
| Avg Account Size | $6.6M |
| Employees | 2 |
| Peak AUM | $1.02BNov 2008 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $438M | +7.3% | +17.5% | +13.5% | |
| Discretionary AUM | |||||
| Total AUM | $438.1M |
| Discretionary | $165.0M |
| Employees | 2 |
| Client Accounts | 66 |
| Client Range | 1-10 |
Address
20488 PARK RD
ELKHORN NE 68022
Phone
402-392-2244
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$165M
37.7% of AUM
Non-Discretionary
$273M
62.3% of AUM
Disc. mix ▼ 3.6pp vs 1 year ago
| +12.3% /yrover 24 yrs · 32 filings |
Total AUM
$438M
| $165M |
| 2.0% |
| +35.6% |
| +21.8% |
| Non-Disc. AUM | $273M | +13.8% | +10.2% | +9.8% |
| Total Accounts | 66 | 8.3% | +1.0% | 0.3% |
| Avg Account Size | $7M | +17.0% | +16.3% | +13.9% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $219M | +7.3% | +17.5% | +13.5% |
Client AUM Segments | |||||
| Wealth AUM | $438M | +7.3% | +17.5% | +13.5% | |
Client Count Segments | |||||
| HNW Clients | 22 | 18.5% | 7.7% | 6.5% | |
| Individuals | 12 | +33.3% | +19.7% | +11.2% | |