CARSON GROUP INVESTING

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

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 Status	Approved
Firm CRD#	291744
SEC#	801-113561
Assets Managed by Firm	$1,953,744,394
No. of Clients	13359
No. of Advisors	7

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 Clients	AUM
Firm Total	13359	$1,953,744,394
Other investment advisers	Fewer than 5 clients	$1,953,744,394

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