Ameritas Investment Partners is an investment advisor in Lincoln with $23.09 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ameritas Investment Advisors Inc, Summit Investment Advisors, Inc.
SEC CIK
IRS number
470676622
SEC advisor number
801-55150
FINRA CRD number
109381
AUM ?
$24.87 bn
(as of 21 Mar 24)
Accounts
1,982
(as of 21 Mar 24)
Employees
50
(30 investment advisory or research)
Address
Ameritas Investment Partners
5945 R STREET
LINCOLN
NE 68505
5945 R STREET
LINCOLN
NE 68505
Phone
4024676980
Brochures
- Ameritas Investment Partners, Inc. Mercury Part 2A Appendix 1 Program Brochure (21 Mar 23)
- Ameritas Investment Partners, Inc. Gemini Part 2A Appendix 1 Program Brochure (21 Mar 23)
- Ameritas Investment Partners, Inc. Private Clients Part 2A Appendix 1 Program Brochure (21 Mar 23)
- Ameritas Investment Partners, Inc. Part 2A of Form Adv Firm Brochure (10 May 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21