Ameritas Investment Company, LLC

Broker-DealerFINRA MemberEst. 1984

Total AUM

—

Advisory reps

865

Avg account

$0

Firm details

Headquarters: Lincoln, Nebraska
CRD number: 14869
Registered since: March 27, 1984
Website: www.ameritas.com

Firm profile

FINTRX

Overview

Ameritas Investment Company, LLC is an SEC-registered limited liability company that functions as an insurance broker-dealer. The firm has been registered with the SEC since 1984 and is organized as a domestic entity with individual ownership elements. It does not operate as a capital allocator or a multi-state registered investment adviser, and it is not identified as a pension consultant or related adviser. The firm reports being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

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Contacts

3 of 837

Daniel Billings
PrincipalCRD 4950542
Barry Villaverde
Client Services ManagerCRD 5505835
Phuoc Dang
PresidentCRD 1044542

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 474

Active vs passive

$1.9B in ETFs

Passive

89%

$1.7B

Active

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%

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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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