Overview
Assets Under Management: $259 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 87
Average Client Assets: $2.0 million
Frequently Asked Questions
KARSTENS INVESTMENT COUNSEL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117977), KARSTENS INVESTMENT COUNSEL, INC. is subject to fiduciary duty under federal law.
KARSTENS INVESTMENT COUNSEL, INC. is headquartered in OMAHA, NE.
KARSTENS INVESTMENT COUNSEL, INC. serves 87 high-net-worth clients according to their SEC filing dated September 19, 2018. View client details ↓
According to their SEC Form ADV, KARSTENS INVESTMENT COUNSEL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KARSTENS INVESTMENT COUNSEL, INC. manages $259 million in client assets according to their SEC filing dated September 19, 2018.
According to their SEC Form ADV, KARSTENS INVESTMENT COUNSEL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.42%
Average Client Assets: $2.0 million
Total Client Accounts: 1,053
Discretionary Accounts: 682
Non-Discretionary Accounts: 371
Regulatory Filings
CRD Number: 117977
Filing ID: 1240542
Last Filing Date: 2018-09-19 10:50:00