First Nebraska Advisory LLC is a large advisory firm based in North Platte. It manages $213.34 million of regulatory assets for 515 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Colorado, Nebraska, New Mexico, and Texas.
First Nebraska Advisory provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of First Nebraska Advisory LLC is $213.34 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay First Nebraska Advisory LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of First Nebraska Advisory is high net worth individuals with 65 clients and $145.31 million of assets under management. Among the 9 most similar advisory firms, First Nebraska Advisory has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $213.34 million for 515 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
First Nebraska Advisory doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where First Nebraska Advisory LLC performs its advisory services is located at 202 W. 2 Nd St., North Platte, NE 69101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 308-534-1322 or by fax 308-534-0437. The normal business hours are 8:30 am to 5 pm ct on Monday - Friday. You can find more information about the New York firm at firstnebraskafinancial.com.