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Building 2CARSON GROUP INVESTING

Map pinOMAHA, NE
Phone402-334-6270
NotebookSEC #801-113561
Total AUM
$2B
Employees
7
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14600 BRANCH ST.
OMAHA
NE 68154
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
402-334-6270
Other Offices
2

ReceiptFinancials

Total AUM
$2B
Accounts
15,122
Discretionary
$2B
Accounts
15,122
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
1
AUM
$2B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNEOH

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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