Unclaimed Profile

James Joseph Boyne

WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, Nebraska

Clean recordWEITZ INVESTMENT MANAGEMENT, INC.

3555 FARNAM STREET, OMAHA, NE 68131-3312CRD# 2370445Firm CRD# 105088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Joseph Boyne · OMAHA, NE

Registration

CRD #2370445 · WEITZ INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Joseph Boyne is a registered financial advisor based in OMAHA, Nebraska, affiliated with WEITZ INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WEITZ INVESTMENT MANAGEMENT, INC.

AUM

$5.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEITZ INVESTMENT MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2370445

Firm CRD# 105088

View on FINRA BrokerCheck →

Looking for a financial advisor in OMAHA?

Browse all registered financial advisors in OMAHA, Nebraska or claim this profile if it's yours.

Browse OMAHA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Joseph Boyne offer?

James Joseph Boyne specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are James Joseph Boyne's credentials?

James Joseph Boyne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Boyne located?

James Joseph Boyne is based in OMAHA, Nebraska, working with WEITZ INVESTMENT MANAGEMENT, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does James Joseph Boyne charge for services?

James Joseph Boyne's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEITZ INVESTMENT MANAGEMENT, INC.?

WEITZ INVESTMENT MANAGEMENT, INC. has approximately 37 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →