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Home > Retirement Planners > texas > dallas > CARSON MANAGEMENT COMPANY, LLC
CARSON MANAGEMENT COMPANY, LLC
2911 Turtle Creek Blvd.
Ste. 1050
Dallas, Texas 75219
Tel: 214.999.1000
About CARSON MANAGEMENT COMPANY, LLC
CARSON MANAGEMENT COMPANY, LLC, formally registered with the SEC as CARSON MANAGEMENT COMPANY, LLC. The firm was established in 04/01/2010. They have over 2 offices throughout the country.
CARSON MANAGEMENT COMPANY, LLC is a Dallas, Texas based Financial Planning firm with nearly $478,802,858 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153261 |
| SEC# | 801-71258 |
| Assets Managed by Firm | $478,802,858 |
| No. of Clients | 20 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $478,802,858 |
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