Amerivest Investment Management is an investment advisor in Omaha with $23.29 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Amerivest Investment Management LLC
SEC CIK
SEC advisor number
801-55501
FINRA CRD number
111514
AUM ?
$23.29 bn
(as of 15 Nov 22)
Accounts
118,672
(as of 15 Nov 22)
Employees
22
(22 investment advisory or research)
Address
Amerivest Investment Management
200 S 108TH AVE
OMAHA
NE 68154
200 S 108TH AVE
OMAHA
NE 68154
Office hours
Monday - Friday, 9AM-5PM
Phone
402-574-6040
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Financial Passport, Inc. | Member, Amerivest Investment Management, LLC | 03/2000 | > 75% |
Tdameritrade Holding Corporation | Shareholder | 09/2002 | > 75% |
Tdameritrade Online Holdings Corp. | Shareholder | 09/2002 | > 75% |
Bell, John | President, Chief Operations Officer | 07/2009 | < 5% |
the Charles Schwab Corporation | Parent Corporation | 10/2020 | > 75% |
Asmus, Michael, Gene | Treasurer | 08/2021 | < 5% |
Duffy, Alyssa | Chief Compliance Officer | 11/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21