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Nelson Van Denburg & Associates, LLC (Omaha)


Nelson Van Denburg & Associates, LLC is a large advisory firm based in Omaha. It manages $57.37 million of regulatory assets for 599 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Iowa, Louisiana, and 3 other states.




Nelson Van Denburg & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nelson Van Denburg & Associates: assets under management

The assets under management (AUM) of Nelson Van Denburg & Associates, LLC is $57.37 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.17 million in discretionary accounts and $6.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $413.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nelson Van Denburg & Associates, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Omaha

The principal office where Nelson Van Denburg & Associates, LLC performs its advisory services is located at 14301 First National Bank Parkway, Omaha, NE 68154, 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 402-218-4064 or by fax 402-403-1436. The normal business hours are 8am to 5pm on Monday - Friday.


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