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 a Delaware-style limited liability company that has been SEC-registered since 1984 and operates as a retail-affiliated investment adviser rather than a capital allocator. The firm reports an active interest in environmental, social and governance (ESG) factors, and it relies on third-party managers for portions of its investment program. Several standard profile fields — such as client segmentation, fee schedules and detailed advisory activities — were not provided in the source data.
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 29SCOTT LEAVITT
President, CEOCRD 4092626
COREY POULOSKY
President and CEOCRD 2403481
GORDON THORN
Chief Operating OfficerCRD 6476947
Contacts
3 of 837DANIEL 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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