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FIRST NATIONAL BANK OF OMAHA

Advisory

N·OMAHA, NE

Data as of Mar 2, 2021 · Source: SEC Form ADV

Total AUM
$761M
1-Year AUM Growth
+5.9%
3-Year CAGR
+6.0%
Employees
12
Assets Under Management
Total AUM$761M
Discretionary AUM$761M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees12
Investment Advisers14
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingMar 24, 2010
Latest FilingMar 2, 2021
🔒 Full AUM trend chart and 19 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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