14600 Branch St.
Omaha, Nebraska 68154
Tel: 402-334-6270
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 291744 |
SEC# | 801-113561 |
Assets Managed by Firm | $1,953,744,394 |
No. of Clients | 13359 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 13359 | $1,953,744,394 |
Other investment advisers | Fewer than 5 clients | $1,953,744,394 |
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 |
Explore More Retirement Advisors in Omaha, Nebraska