PITTENGER & ANDERSON INC

RIASEC RegisteredEst. 2000
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$1.3M
Accounts
2,261
Employees
14
Advisory reps
17

Firm details

Headquarters
LINCOLN, Nebraska
CRD number
111033
Registered since
May 3, 2000
Website
pittand.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI45.28%
  • Corporations / Businesses39.13%
  • Individuals8.7%
  • Charitable Organizations6.89%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Pittenger & Anderson Inc is an owner-operated, independent registered investment adviser that has been SEC-registered since 2000. The firm operates as a corporation and serves both individuals and families as well as institutional clients. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is primarily tied to a percentage of assets under management, with some other fee arrangements noted. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not a pension consultant or related adviser. Pittenger & Anderson has been recognized by CNBC’s Top 100 Financial Advisory Firms list in multiple years (2019, 2020, 2021, 2022, and 2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

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 92%, State & Local Bonds 5%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%92%
  • Exchange Traded Equities92%
  • State & Local Bonds5%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3

  • JAMES PITTENGER

    Chairman & CEOCRD 818823

  • BLAKE ANDERSON

    President, COOCRD 6293121

  • DANIEL ANDERSON

    President/COO/CFOCRD 1430537

Contacts

3 of 14

  • JULIE SELLERS

    Service AdvisorCRD 4223522

  • Jaxson Simmerman

    Client Service & Operations AssociateCRD 7740045

  • KRISTIN KLIEWER

    CCOCRD 6238875

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 172

Active vs passive

$962M in ETFs

Passive

97%

$930M

Active

2%

$31.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$97.5M326,36910.14%
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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
5533 S 27th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth