Ameritas Investment Company, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 14869
- Registered since
- March 27, 1984
- Website
- www.ameritas.com
Firm profile
FINTRXOverview
Ameritas Investment Company, LLC is organized as a limited liability company and is classified in FINTRX as an insurance broker-dealer. The firm registered with the SEC in 1984 and is identified as an active ESG investor. FINTRX flags it as neither a capital allocator nor a multi-state registered investment adviser; other adviser-type labels such as pension consultant or related adviser are also not indicated. The profile in FINTRX highlights a broker-dealer orientation with an insurance focus rather than a pure RIA capital allocation model. That positioning helps explain a mix of advisory and brokerage activity reflected elsewhere in the dataset.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities36%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 28Matthew Kinsella
Chief Compliance OfficerCRD 5217108
Scott Leavitt
President, CEOCRD 4092626
Jeffrey Endecott
CEO & PresidentCRD 6185692
Contacts
3 of 837
Kate Cihon
OwnerCRD 5649040
Maggie Parker
Home Office AssociateCRD 5654426
Colleen Richards
Director of Client RelationsCRD 5656940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 474Active vs passive
$1.9B in ETFs
89%
$1.7B
11%
$212M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) | BlackRock | Passive | Large Blend | $61.8M | 352,207 | 3.24% |
Location
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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