The MUTUAL OF OMAHA INVESTOR SERVICES, INC. is a privately held investment adviser that advises $32.04mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MUTUAL OF OMAHA INVESTOR SERVICES, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 220.13% over the last 4-years.
The Group has been registered with the SEC for 24.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 3300 MUTUAL OF OMAHA PLAZA, OMAHA, NEBRASKA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 285 employees comprised of 285 investment and 0 non-investment staff. The total number of Employees decreased by 28.75% over the last 5-years.
Their $32.04mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 145 other accounts. Assets of High Net Worth Individuals clients own $23.57mn or 73.59% of Total Assets and Individuals own $8.46mn or 26.41% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MUTUAL OF OMAHA INVESTOR SERVICES, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.