America First Investment Advisors LLC is a large advisory firm based in Omaha. It manages $348 million of regulatory assets for 616 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 18 other states.
America First Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of America First Investment Advisors LLC is $348 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay America First Investment Advisors 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, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of David Allen Guthrie is high net worth individuals with 123 clients and $254.69 million of assets under management. Among the 11 most similar advisory firms, America First Investment Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $348 million for 276 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.
America First Investment Advisors doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Allen Guthrie has been acting as President since 1 Feb 2011. Amy Lynn Byrne joined the executive team most recently as the Client Care Officer.
The principal office where America First Investment Advisors LLC performs its advisory services is located at 10050 Regency Circle, Suite 515, Omaha, NE 68114 3721, 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 402-991-3388 or by fax 402-718-9431. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at am1st.com.