Bridges Investment Counsel Inc (Omaha)

Name: Bridges Investment Counsel Inc
Address: 8401 West Dodge Road, Omaha, NE, 68114 3453
Telephone: 402-397-4700

Bridges Investment Counsel Inc is a large advisory firm based in Omaha. It manages $732.71 million of regulatory assets for 540 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nebraska.

Bridges Investment Counsel 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 Investment Counsel: assets under management

The assets under management (AUM) of Bridges Investment Counsel Inc is $732.71 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $666.27 million in discretionary accounts and $66.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.41 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.01 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridges Investment Counsel Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bridges Investment Counsel Inc

Sally Sveska Bridges has been acting as President since 1 Jan 1963. Sandra J Westerman joined the executive team most recently as the Assistant To Svp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sally Sveska Bridges	Director	1 Jan 1963	Other	4343620
Edson Lowell Jr Bridges	President, director	1 Aug 1970	75% - 100%	2280930
Edson Lowell Bridges	President, director	1 Aug 1970	75% - 100%	2280930
Rosemary Lee Teckmeyer	Vice president	1 Mar 1983	Other	2280836
Edson Lowell Bridges Iii	Executive vice president, director	1 Feb 1992	Other	2280928
Edson Lowell Iii Bridges	Executive vice president, director	1 Feb 1992	Other	2280928
Brian Michael Kirkpatrick	Analyst	1 Sep 1995	Other	2280883
Patricia Sarah Rohloff	Analyst	1 Oct 1996	Other	2482471
Douglas Richard Plahn	Analyst	1 Oct 1996	Other	2482473
Patricia Sarah Rahloff	Analyst	1 Oct 1996	Other	2482471
Kathleen Joyce Stranik	Vice president	1 Mar 1997	Other	2280854
Mary Ann Mason	Treasurer / secretary	1 Mar 1998	Other	2280886
Deborah Lee Grant	Senior vice president	1 Oct 1998	Other	2280888
Nancy A Klingemann	Vice president	1 Oct 1998	Other	2280880
Lilburn Laverne Kelsay	Vice president	1 Oct 1998	Other	2865344
Betty Jean Mccan	Vice president	1 Oct 1998	Other	2280868
Nancy K Dodge	Vice president	1 Oct 1998	Other	2280880
Randall Dewey Greer	Senior executive associate	1 Dec 2002	Other	816739
Brian Michael Kirkpatrick	Vice president	1 Mar 2004	Other	2280883
Douglas Richard Plahn	Vice president	1 Mar 2004	Other	2482473
Randall Dewey Greer	Senior vice president	1 Mar 2004	Other	816739
Brent L. Meyer	Vice president	1 Jun 2004	Other	6861865
Nancy K Dodge	Senior vice president	1 Mar 2006	Other	2280880
Mary Ann Mason	Senior vice president, treasurer & secretary	1 Mar 2006	Other	2280886
Betty Jean Mccan	Senior vice president	1 Mar 2006	Other	2280868
Robert Wilson Bridges	Director	1 Nov 2006	Other	2280922
Edson Lowell Bridges Ii	President, director & chief compliance officer	1 Dec 2006	75% - 100%	2280930
Edson Lowell Ii Bridges	President, director & chief compliance officer	1 Dec 2006	75% - 100%	2280930
Brian Michael Kirkpatrick	Senior vice president	1 Mar 2007	Other	2280883
Douglas Richard Plahn	Senior vice president of financial	1 Mar 2007	Other	2482473
Brian Robert Miles	Senior vice president	1 May 2008	Other	6318641
Brian Robert Miles	Vice president - provident trust company operations	1 Mar 2013	Other	6318641
Sandra J Westerman	Assistant to svp	1 Aug 2013	Other	6861869

Based in Omaha

The principal office where Bridges Investment Counsel Inc 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 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bridgesinvestmentcounsel.com.