Assets Under Management
$1.8B
Number of Clients
Not reported
Number of Advisors
7
Average Client AUM
N/A
AUM per Advisor
$254.4M
Compensation
Fee-Only (AUM)
Carson Group Investing, LLC (CGI) provides discretionary investment management services through a sub-advisory arrangement with other registered investment adviser firms. CGI creates specialized Model Portfolios with a variety of investment strategies that range from conservative to aggressive and take an active approach to investing in a number of different stock and bond markets.
14600 Branch St., Omaha, NE, 68154