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CARSON ADVISORY GROUP
470 Hill St.
Athens, Georgia 30601
Tel: 706-543-6578
About CARSON ADVISORY GROUP
CARSON ADVISORY GROUP, formally registered with the SEC as CARSON ADVISORY GROUP. The firm was established in 01/03/2006. They have over 1 offices throughout the country.
CARSON ADVISORY GROUP is a Athens, Georgia based Financial Planning firm with nearly $694,921,441 assets under management, offering retirement planning & investment advisory services to 2062 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117410 |
| SEC# | 801-64883 |
| Assets Managed by Firm | $694,921,441 |
| No. of Clients | 2062 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2062 | $694,921,441 |
| Individuals (other than high net worth individuals) | 565 | $161,879,759 |
| High net worth individuals | 353 | $513,046,828 |
| Pension and profit sharing plans | 3 | $4,546,666 |
| Charitable organizations | 15 | $11,971,104 |
| Corporations or other businesses | 6 | $3,477,084 |
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