Ameritas Investment Corp (Lincoln)

Ameritas Investment Corp is a large advisory firm based in Lincoln. It manages $5.22 billion of regulatory assets for 22,293 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Ameritas Investment Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ameritas Investment Corp: assets under management

The assets under management (AUM) of Ameritas Investment Corp is $5.22 billion. The firm's AUM has grown by 544% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.1 billion in discretionary accounts and $4.12 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $235.24 thousand.

Ameritas Investment Corp has custody of $3.49 billion in cash and securities for 9,767 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 54% of the total AUM. The second-largest asset type is exchange traded securities, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ameritas Investment Corp for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Carl Barth serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Robert Carl Barth is individuals with 12,499 clients and $3.13 billion of assets under management. Among the 11 most similar advisory firms, Ameritas Investment Corp has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $5.22 billion for 13,986 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.

Ameritas Investment Corp doesn't advise any private funds.

Careers at Ameritas Investment Corp

The company employs 626 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 138 employees are registered as investment adviser representatives with the state securities authorities.

There are 30 people 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 receive compensation from other entities for client referrals.

Robert Carl Barth has been acting as President since 1 Mar 2009. Heather Jill Jansen joined the executive team most recently as the Sr Vice President Operations.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 18 indirect owners.

Based in Lincoln

The principal office where Ameritas Investment Corp performs its advisory services is located at 5900 "O" Street, Lincoln, NE 68510, which is also the mailing address of the firm. An additional office of the firm is in Virginia Beach, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-335-9858 or by fax 402-467-7726. The normal business hours are 8:00 - 4:30pm on Monday - Friday. You can find more information about the New York firm at ameritas.com and its LinkedIn profile.

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