America First Investment Advisors LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 106984
- Registered since
- June 12, 1992
- Website
- www.am1st.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.5%
- Individuals6.45%
- Charitable Organizations0.73%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
America First Investment Advisors LLC is an independent, SEC-registered registered investment adviser operating as an LLC since 1992. The firm serves both individual/family and institutional clients on a fee basis tied to assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor. Custody and operational details indicate a traditional wealth-management model focused on discretionary portfolio oversight rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds7%
Owners & executives
2 of 2
Eric Ball
Chief Executive OfficerCRD 1300604
Matthew Holloway
Chief Executive OfficerCRD 5414800
Contacts
3 of 5
Andrew Holloway
ControllerCRD 7817866
Stephen Perry
Financial AdvisorCRD 8170338
Katerina Wiese
Vice PresidentCRD 5254740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$45.7M in ETFs
100%
$45.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $44M | 535,584 | 96.27% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 10050 Regency Cir
- Time zone
- CT (UTC-6)
- Office locations
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