Lutz Financial Services is an investment advisor in Omaha with $1.82 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
470828178
SEC advisor number
801-62093
FINRA CRD number
117273
AUM ?
$2.28 bn
(as of 1 Apr 24)
Accounts
2,186
(as of 1 Apr 24)
Employees
18
(10 investment advisory or research)
Address
Lutz Financial Services
13616 CALIFORNIA ST
SUITE 300
OMAHA
NE 68154
13616 CALIFORNIA ST
SUITE 300
OMAHA
NE 68154
Phone
402-827-2300
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22