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CARSON GROUP INVESTING

14600 Branch St.
Omaha, Nebraska 68154
Tel: 402-334-6270

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About CARSON GROUP INVESTING

CARSON GROUP INVESTING, formally registered with the SEC as CARSON GROUP INVESTING. The firm was established in 07/09/2018. They have over 3 offices throughout the country.

CARSON GROUP INVESTING is a Omaha, Nebraska based Financial Planning firm with nearly $1,953,744,394 assets under management, offering retirement planning & investment advisory services to 13359 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#291744
SEC#801-113561
Assets Managed by Firm$1,953,744,394
No. of Clients13359
No. of Advisors7

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total13359$1,953,744,394
Other investment advisersFewer than 5 clients$1,953,744,394

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