wiseradvisor

Bazis Private Wealth, Llc

Tel: 402-965-3334
14301 Fnb Parkway
Ste. 100
Omaha, Nebraska  68154

About Bazis Private Wealth, Llc

Bazis Private Wealth, Llc is a Omaha, Nebraska based financial advisory firm with nearly $177,222,252 in assets under management and provides investment advisory services for 514 clients. There are currently 2 financial advisors at the firm.


General Information

Firm CRD#:   148605
SEC#:   801-107200
Assets under Management:   $177,222,252
No. of Clients:   514
No. of Advisors:   2
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses
Fee Structure:   A percentage of AUM, Fixed fees

More Financial Advisor Firms in Omaha, Nebraska

Financial Advisory Firm Firm CRD# SEC# No. of Clients No. of Advisors AUM
Allen Capital Group, Llc 135879 801-64514 5560 38 $889,908,865
Wealth Management 137080 801-65977 3127 60 $2,457,115,606
Sequent Planning, Llc 160381 801-113971 3103 70 $350,356,731
Mcmill Cpa And Advisors 129015 801-64153 2734 50 $561,075,447
Bridges Investment Management Inc 108028 801-57056 2085 61 $8,736,963,182
Pittenger & Anderson Inc 111033 801-49107 1701 12 $2,423,729,077
Capital Consulting & Asset Management 41438 801-52357 1427 5 $278,531,997
Plan A Wealth, Llc 287860 801-110113 1243 7 $219,433,628
Iams Wealth Management, Llc 286085 801-108875 1202 60 $122,605,609
Lincoln Capital, Llc 168307 801-78526 1009 9 $585,237,732
Flagstone Financial Management, Llc 285484 801-108722 842 8 $261,311,572
Cambridge Advisors Inc 104851 801-36028 828 5 $621,580,369
Callahan Financial Planning 314571 801-121322 811 15 $248,711,876
Hiley Hunt Wealth Management, Inc. 164942 801-117814 707 2 $164,832,127
Wealth Advisors Network, Inc. 113836 801-112018 617 12 $234,227,943
Walnut Private Equity Partners, Llc 168840 801-78492 2 2 $111,746,243
Explore More Financial Advisor Firms in Omaha, Nebraska >>