Investment adviser · CRD 153128
FIRST NATIONAL FUND ADVISERS
Investment adviser filing (IA)
FIRST NATIONAL BANK OF OMAHA
OMAHA, NE, United States · Form ADV filed Mar 2, 2021
- Regulatory AUM
- $761M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 12 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 |
|---|---|---|---|
| Investment companies | 1 | $760,551,487 | 100.0% |
Filing source
Form ADV 1501410 · Mar 2, 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: Mar 2, 2021. View historical filings
Reported services
Investment company portfolio management
Compensation
Percentage of assets
Principal office
14010 FNB PARKWAY, STOP 8121OMAHA, NE, 68154, United States
CRD 153128
Filing source
Form ADV 1501410 · Mar 2, 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.