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Lutz Financial Services, LLC

● SEC registered since 2003CRD 117273SEC# 801-62093Omaha, NE
Export (members)
Reg. AUM
$2.61B
Employees
23
Accounts
2,386
Location
Omaha, NE

Lutz Financial Services, LLC assets under management

Lutz Financial Services, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2003. It reports $2.6 billion in regulatory assets under management and employs 23 people.
www.linkedin.com/in/justinvossenView on SEC.gov ↗

Lutz Financial Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
Ectart, LLC ControlMember50-75%2001
James Paul Boulay ControlManaging Member & Chief Compliance Officer10-25%2001
Joshua R JenkinsChief Investment Officer And PrincipalUnder 5%2022
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Frequently asked questions

How much does Lutz Financial Services, LLC manage?

Lutz Financial Services, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Lutz Financial Services, LLC have?

Lutz Financial Services, LLC reports 23 employees.

Where is Lutz Financial Services, LLC located?

Lutz Financial Services, LLC is based in Omaha, NE and has been SEC-registered since 2003.

Does Lutz Financial Services, LLC disclose fund performance?

Lutz Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13616 California Street, Suite 300, Omaha, NE 68154-5336
Phone402-827-2300
Fax402-827-2319
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1737112
Discloses disciplinary historyNo

Assets under management

Discretionary$2.31B
Non-discretionary$295.9M
Total (RAUM)$2.61B