LUTZ FINANCIAL
Tel: 402-827-2300 13616 California Street Suite 300 Omaha, Nebraska 68154-5336
About LUTZ FINANCIAL
LUTZ FINANCIAL is a Omaha, Nebraska based financial advisory firm with nearly $2,279,041,520 in assets under management and provides investment advisory services for 2186 clients. There are currently 20 financial advisors at the firm.
General Information
Firm CRD#:
117273
Firm SEC#:
801-62093
Assets Under Management:
$2,279,041,520
No. of Clients:
2186
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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