Ryan
Holloman
Weitz Investment Management, Inc
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About this Advisor
Ryan Holloman is a financial advisor who works out of Omaha, Nebraska. Holloman currently works for Weitz Investment Management, Inc. Over the course of their career, they have held roles at Montage Investments, Waddell & Reed, Ivy Funds Distributor. Inc, Montage Securities, Tortoise Investment Partners, LLC, Weitz Securities, Inc and Tortoise Securities. Holloman has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Nebraska. Weitz Investment Management, Inc is an advisory business that has its headquarters in Omaha, NE. It has $4 billion in assets under management across its 24 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 24 customer accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types charged by Weitz Investment Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Weitz Investment Management, Inc Brokerage Details
$3,604,320,081
36
24
$150,180,003
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Ryan Holloman Work History
Ryan has been registered as a financial advisor for 0 years.*
Weitz Securities, Inc
Tortoise Securities
Tortoise Investment Partners, LLC
Montage Investments
Montage Securities
Waddell & Reed
Ivy Funds Distributor. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Holloman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Weitz Investment Management, Inc
Omaha, NE
Omaha, NE
Omaha, NE
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