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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