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CARLSON INVESTMENTS
Two Capital Plaza
Suite 404
Concord, New Hampshire 3301
Tel: 603-224-5977
About CARLSON INVESTMENTS
CARLSON INVESTMENTS, formally registered with the SEC as CARLSON INVESTMENTS. The firm was established in 06/12/1989. They have over 1 offices throughout the country.
CARLSON INVESTMENTS is a Concord, New Hampshire based Financial Planning firm with nearly $656,590,464 assets under management, offering retirement planning & investment advisory services to 820 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105729 |
| SEC# | 801-34606 |
| Assets Managed by Firm | $656,590,464 |
| No. of Clients | 820 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 820 | $656,590,464 |
| Individuals (other than high net worth individuals) | 208 | $72,844,407 |
| High net worth individuals | 100 | $325,376,133 |
| Pension and profit sharing plans | 3 | $252,691,206 |
| Charitable organizations | 5 | $3,633,157 |
| Corporations or other businesses | 2 | $2,045,561 |
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|---|---|---|---|
| $8,878,539,401 | 64 | 124 | |
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