CAPITAL CONSULTING & ASSET MANAGEMENT - Financial Advisor in Nebraska, Lincoln

Tel: 402-477-2500 140 N. 8th Street 410 The Apothecary Lincoln, Nebraska 68508

About CAPITAL CONSULTING & ASSET MANAGEMENT

CAPITAL CONSULTING & ASSET MANAGEMENT is a Lincoln, Nebraska based financial advisory firm with nearly $296,326,030 in assets under management and provides investment advisory services for 1490 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

41438

Firm SEC#:

801-52357

Assets Under Management:

$296,326,030

No. of Clients:

1490

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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1982

$24,871,650,720

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