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Moylan John David (Omaha)


Moylan John David is a large advisory firm based in Omaha. It manages $34 million of regulatory assets for 251 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nebraska.

Moylan John David provides portfolio management for individuals and small businesses and pension 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.

Moylan John David: assets under management

The assets under management (AUM) of Moylan John David is $34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $135.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moylan John David for their services and products based on a percentage of assets under management and commissions. 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 Moylan John David performs its advisory services is located at 7101 Mercy Road, Omaha, NE 68106, 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 402-390-9066 or by fax 402-390-9180. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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