Ameritas Advisory Services, LLC

RIASEC RegisteredEst. 1998
Total AUM
$13.7B
Discretionary
$7.2B
52% of AUM
Avg account
$303K
Accounts
45,299
Employees
797
Advisory reps
552

Firm details

Headquarters
Lincoln, Nebraska
CRD number
317245
Registered since
January 13, 1998
Website
www.ameritas.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals65.44%
  • HNWI30.28%
  • Corporations / Businesses3.14%
  • Charitable Organizations0.8%
  • Pension & Profit Sharing Plans0.3%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ameritas Advisory Services, LLC is a fee-based registered adviser that serves both individual and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and adviser selection, and runs educational seminars. It charges clients via a mix of percentage-of-AUM, hourly and fixed fees. Ameritas reports active engagement with ESG factors and operates as a limited liability company that has been SEC-registered since 1998.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 38%, US Government Bonds 3%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds38%
  • US Government Bonds3%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 27
  • Joseph Pantozzi

    Joseph Pantozzi

    Founder & CEOCRD 1065684

  • Michele Wu

    Michele Wu

    Senior Vice President and Chief Financial OfficerCRD 7579071

  • Jeffrey Endecott

    Jeffrey Endecott

    CEO & PresidentCRD 6185692

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Contacts

3 of 525
  • John Estes

    John Estes

    Registered RepresentativeCRD 8012902

  • Thomas Spuhler

    Thomas Spuhler

    Insurance AgentCRD 2860679

  • Derek True

    Derek True

    Brand ManagerCRD 6135035

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 1,115

Active vs passive

$4.6B in ETFs

Passive

70%

$3.2B

Active

27%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
JANUS HENDERSON AAA CLO ETF (JAAA) Janus HendersonActiveUltrashort Bond$113M2,231,6352.46%
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Location

Primary office

Lincoln, NE

Lancaster

Location

Lincoln, NE

Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.

Metro area
Lincoln-Beatrice, NE
Region
Midwest
County
Lancaster
Address
5900 O St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth