140 N. 8th Street
410 The Apothecary
Lincoln, Nebraska 68508
Tel: 402-477-2500
CAPITAL CONSULTING & ASSET MANAGEMENT, formally registered with the SEC as CAPITAL CONSULTING & ASSET MANAGEMENT. The firm was established in 07/03/1996. They have over 1 offices throughout the country.
CAPITAL CONSULTING & ASSET MANAGEMENT is a Lincoln, Nebraska based Financial Planning firm with nearly $296,326,030 assets under management, offering retirement planning & investment advisory services to 1490 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 41438 |
SEC# | 801-52357 |
Assets Managed by Firm | $296,326,030 |
No. of Clients | 1490 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1490 | $296,326,030 |
Individuals (other than high net worth individuals) | 106 | $147,244,522 |
High net worth individuals | 50 | $49,081,508 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,844,463,960 | 299169 | 404 | |
$26,774,389,503 | 110327 | 1111 | |
$24,871,650,720 | 1982 | 50 | |
$10,289,301,520 | 39033 | 545 | |
$9,882,583,283 | 2646 | 76 |
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