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 registered investment adviser organized as an LLC and registered with the SEC since 1992. The firm serves both individual/family clients and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for business and institutional accounts, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not listed as a pension consultant, and reports no related adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Matthew Holloway
Chief Executive OfficerCRD 5414800
Eric Ball
Chief Executive OfficerCRD 1300604
Contacts
3 of 5
Katerina Wiese
Vice PresidentCRD 5254740
Barry Dunaway
Managing DirectorCRD 2670445
Amy Byrne
Client Care OfficerCRD 1323791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$91.4M in ETFs
100%
$91.4M
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 | 48.13% |
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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