Lawson Kroeker Investment Management Inc
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Overview
Lawson Kroeker Investment Management Inc is a financial advisory company headquartered in Omaha, Nebraska. Lawson Kroeker Investment Management Inc administers $397.3 million in assets under management across 236 accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 5 financial advisors. Lawson Kroeker Investment Management Inc is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as stocks, options and bonds.
Lawson Kroeker Investment Management Inc manages all of the company's accounts in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without requiring client approval. The investment advisory firm administers roughly $1.7 million for every client account. The typical financial advisor at Lawson Kroeker Investment Management Inc manages around 47 client accounts, making it about average in terms of personalization.
Lawson Kroeker Investment Management Inc's central office is at 1926 S. 67Th Street, Omaha, Nebraska 68106. It is registered to provide services to customers throughout 4 states, including California, Louisiana, Nebraska and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lawson Kroeker Investment Management Inc by the Numbers
$397.3 million
6
236
$1.7 million
Fee Structure
Financial advisory fees typically depend on which service is provided. However, fees billed by the company typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors, high net worth investors, investment companies and charitable organizations. Out of its 236 accounts, Lawson Kroeker Investment Management Inc's biggest client is high net worth investors, although it also caters to 84 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 60.43%
- Other Individuals - 34.53%
- Corporations - 0.72%
- Charitable Organizations - 4.32%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lawson Kroeker Investment Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lawson Kroeker Investment Management Inc
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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