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Bridges Edson Lowell Ii (Omaha)


Bridges Edson Lowell Ii is a related adviser based in Omaha. It manages $34.59 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Nebraska.




Bridges Edson Lowell Ii provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and hourly consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bridges Edson Lowell Ii: assets under management

The assets under management (AUM) of Bridges Edson Lowell Ii is $34.59 million. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.1 million in discretionary accounts and $9.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.39 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.36 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridges Edson Lowell Ii for their services and products based on a percentage of assets under management, hourly charges, 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 Bridges Edson Lowell Ii performs its advisory services is located at 8401 West Dodge Road, Omaha, NE 68114 3453, 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 402-397-4700 or by fax 402-397-8617. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.


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