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Building 2KARSTENS INVESTMENT COUNSEL, INC.

Map pinOMAHA, NE
Phone402-492-2727
NotebookSEC #801-65213
Total AUM
$239.5M
Employees
8
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10250 REGENCY CIRCLE
SUITE 100
OMAHA
NE 68114-4301
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
402-492-2727

ReceiptFinancials

Total AUM
$239.5M
Accounts
1,056
Discretionary
$170.6M
Accounts
693
Non-Discretionary
$68.8M
Accounts
363

ContactClients

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Individual Clients
185
AUM
$75.7M
HNW Individual Clients
81
AUM
$159.7M
Charitable Organization Clients
4
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIANETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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