Investment adviser · CRD 14869
AMERITAS ADVISORY SERVICES
Investment adviser filing (IA)
AMERITAS INVESTMENT COMPANY, LLC
LINCOLN, NE, United States · Form ADV filed Oct 28, 2021
- Regulatory AUM
- $7.77B Form ADV · Item 5.F
- Client accounts
- 27,982 Accounts, not individual clients
- Employees
- 611 Reported in this filing
- Advisory professionals
- 517 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 20,584 | $4,749,601,204 | 61.1% |
| High-net-worth individuals | 1,226 | $2,554,574,229 | 32.9% |
| Corporations & businesses | 185 | $367,964,023 | 4.7% |
| Retirement plans | 42 | $39,791,250 | 0.5% |
| Charities | 36 | $36,658,941 | 0.5% |
| Insurance companies | Fewer than 5 | $19,248,391 | 0.2% |
| Government entities | Fewer than 5 | $827,636 | 0.0% |
Filing source
Form ADV 1574327 · Oct 28, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 28, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions · Performance-based
Principal office
5900 "O" STREETLINCOLN, NE, 68510, United States
CRD 14869
Filing source
Form ADV 1574327 · Oct 28, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.