Ameritas Investment Company, LLC

Broker-DealerFINRA MemberEst. 1984

Total AUM

—

Advisory reps

864

Avg account

$0

Firm details

Headquarters: Lincoln, Nebraska
CRD number: 14869
Registered since: March 27, 1984
Website: www.ameritas.com

Firm profile

FINTRX

Overview

Ameritas Investment Company, LLC operates as an insurance broker-dealer organized as an LLC and has been SEC-registered since 1984. The firm is not a capital allocator and does not act as a multi-state registered adviser or pension consultant. It is identified as an active ESG investor. Public-facing descriptions of its advisory or specific business activities were not provided in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds53%
Exchange Traded Equities36%
Cash & Cash Equivalents8%
Investment Grade Corp Bonds2%
State & Local Bonds1%

Owners & executives

3 of 28

Matthew Kinsella
Chief Compliance OfficerCRD 5217108
Scott Leavitt
President, CEOCRD 4092626
Jeffrey Endecott
CEO & PresidentCRD 6185692

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Contacts

3 of 836

Kate Cihon
OwnerCRD 5649040
Maggie Parker
Home Office AssociateCRD 5654426
Colleen Richards
Director of Client RelationsCRD 5656940

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 474

Active vs passive

$1.9B in ETFs

Passive

89%

$1.7B

Active

11%

$212M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM)	BlackRock	Passive	Large Blend	$61.8M	352,207	3.24%

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Primary office

Lincoln, NE

Lancaster

Location

Lincoln, NE

Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.

Metro area: Lincoln-Beatrice, NE
Region: Midwest
County: Lancaster
Address: 5900 O St
Time zone: CT (UTC-6)
Office locations

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