Karstens Investment Counsel Inc

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Assets, Funds, Holdings

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Karstens Investment Counsel Inc
CRD #117977
SEC #801-65213
CIK #
AUM
Employees 8 (62% Investors, 0% Brokers)
Phone402-492-2727
Address10250 Regency Circle
Omaha, NE 68114-4301
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
80064048032016002000200820162025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 185 75.7
(b) Individuals (high net worth individuals) 81 159.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 4 4.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,056 239.5
By Discretionary
Discretionary 693 170.6
Non-Discretionary 363 68.8
Total 1,056 239.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 239.5
Total 1,056 239.5
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients21
ServesInstitutional, Retail
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