First National Bank Of Omaha is an investment advisor in Omaha with $760.55 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
470259043
SEC advisor number
801-71275
FINRA CRD number
153128
AUM ?
$760.55 mm
(as of 2 Mar 21)
Accounts
5
(as of 2 Mar 21)
Employees
14
(12 investment advisory or research)
Address
First National Bank Of Omaha
1601 DODGE STREET
OMAHA
NE 68197
1601 DODGE STREET
OMAHA
NE 68197
Office hours
Monday - Friday, 7 A.M. TO 5 P.M.
Phone
402-602-3389
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Spieler, Kurtis, Deene | Vice President, Investment Management | 02/2010 | < 5% |
First National of Nebraska, Inc. | Shareholder - Common | 01/1969 | > 75% |
First National Bank of Omaha | Direct | 09/2010 | > 75% |
First National Bank of Omaha | Direct | 09/2010 | > 75% |
Horner, Ronald, J | Managing Director, Institutional Fixed Income | 11/2011 | < 5% |
Nordstrom, Travis, James | Senior Director, Institutional Fixed Income | 11/2011 | < 5% |
Lauber, Charles, David | Portfolio Manager, Investment Management | 09/2014 | < 5% |
Richter, Charles, Henry | Chief Compliance Officer | 01/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
6 Sep 22
13F-HR
Quarterly holdings report by institutional manager
25 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22