DIRECTORY OF REGISTERED ADVISORS
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LUTZ FINANCIAL
Tel: 402-827-2300
13616 California Street Suite 300
Omaha, Nebraska 68154-5336
LUTZ FINANCIAL
LUTZ FINANCIAL is a Omaha, Nebraska based financial advisory firm with nearly $2,279,041,520 in assets under management and provides investment advisory services for 2186 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
117273
SEC#:
801-62093
No. of Clients:
2186
Assets under Management
$2,279,041,520
No. of Advisors:
20
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