America First Financial Institutions Management LLC is a pension cosultant based in Omaha. It manages $12.44 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Nebraska.
America First Financial Institutions Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of America First Financial Institutions Management LLC is $12.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay America First Financial Institutions Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where America First Financial Institutions Management LLC performs its advisory services is located at 1004 Farnam St. Suite 400, Omaha, NE 68102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-930-3020 or by fax 402-930-3010. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.