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 an SEC-registered investment adviser organized as a limited liability company and registered in 1984. The firm is a domestic entity with individual ownership and identifies as an active ESG investor. Public filings and holdings indicate its portfolio construction leans heavily toward exchange-traded products and listed equities, with an allocation to third-party alternative managers for non-public strategies. The adviser appears to operate primarily in a single-state advisory capacity rather than as a multi-state adviser.
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 28
Scott Leavitt
President, CEOCRD 4092626
Corey Poulosky
President And CEOCRD 2403481
Gordon Thorn
Chief Operating OfficerCRD 6476947
Contacts
3 of 834
Daniel Billings
PrincipalCRD 4950542
Barry Villaverde
Client Services ManagerCRD 5505835
Phuoc Dang
PresidentCRD 1044542
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 Growth | $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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