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Building 2KARSTEN ADVISORS

Map pinFORT WORTH, TX
Phone817-295-7400
NotebookSEC #801-72936
Total AUM
$413.8M
Employees
19
Clients
846

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3526 WEST VICKERY BLVD
FORT WORTH
TX 76107
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
817-295-7400
Other Offices
4

ReceiptFinancials

Total AUM
$413.8M
Accounts
1,915
Discretionary
$413.8M
Accounts
1,915
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
732
AUM
$182.3M
HNW Individual Clients
101
AUM
$224.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
2
AUM
$815.8K
Corporation or Business Clients
10
AUM
$3.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLILLANEOKTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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