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CARLSON CAPITAL MANAGEMENT, LLC
11 Bridge Square
Northfield, Minnesota 55057
Tel: 507-645-8887
About CARLSON CAPITAL MANAGEMENT, LLC
CARLSON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as CARLSON CAPITAL MANAGEMENT, LLC. The firm was established in 10/26/2015. They have over 31 offices throughout the country.
CARLSON CAPITAL MANAGEMENT, LLC is a Northfield, Minnesota based Financial Planning firm with nearly $3,502,693,641 assets under management, offering retirement planning & investment advisory services to 8421 clients. The firm is staffed with 79 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281544 |
| SEC# | 801-106832 |
| Assets Managed by Firm | $3,502,693,641 |
| No. of Clients | 8421 |
| No. of Advisors | 79 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8421 | $3,502,693,641 |
| Individuals (other than high net worth individuals) | 747 | $336,549,308 |
| High net worth individuals | 753 | $2,776,244,739 |
| Pension and profit sharing plans | 61 | $239,675,182 |
| Charitable organizations | 22 | $60,527,282 |
| Corporations or other businesses | 9 | $11,663,684 |
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